Customer Information Management for Banking
Put customers first—accelerate digital transformation in banking with AI and analytics
Enhance customer information with digital banking solutions
Managing customer information effectively is critical to achieve digital transformation in banking. An integrated approach to managing customer information, enhanced through AI and process automation, delivers relevant data to sales and service teams when and where they need it.
Customer Information Management for Banking integrates CRM systems and enterprise content management to connect all customer touchpoints and deliver a 360-degree customer view. An added layer of banking automation and generative AI content management gives employees more time to focus on next-level customer service.
Benefits of accelerating digital transformation in banking
Help bank employees access relevant customer information quickly and easily so they can focus on delivering superior customer service experiences.
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Shorten banking customer onboarding cycles
Boost banking customer onboarding and service requests with instant access to customer information across all touchpoints, straight from your CRM or case management apps.
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Focus on revenue-generating activities
Spend less time searching for relevant customer information—using banking automation and generative AI content management leaves more time for delivering value-add consultative services that increase wallet share.
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Use banking automation and AI to sell proactively
Gain the visibility and insights needed to identify cross-sell and upsell opportunities that boost customer lifetime value and increase wallet share.
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Reduce risk
Meet current and evolving regulatory guidelines with confidence, instantly locate the right information and comply with privacy regulations such as GDPR.
How does smarter information impact digital banking services?
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Faster issue resolution
Employees need full visibility into customer data to provide efficient service and spot upsell and cross-sell opportunities. Data silos and disconnected systems limit what they can see. Integrate data sources for a more complete customer view.
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Reduced manual tasks
Bank employees must perform data entry and other repetitive tasks. These processes waste time that could be spent on customer-focused work and consultative engagements. Digitize processes through cloud-based content management and banking automation.
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Seamless cross-departmental collaboration
Sales, marketing and operations teams are all part of the customer experience. Without centrally managed customer data, customers can receive mixed messages and delayed resolutions that impact SLAs. Align teams with a single, real-time customer view.
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Consistent application processes
Content needs to be governed and delivered to users from within the CRM. This requires a “single source of truth.” Enabling employees with the right information and tools drives productivity and ensures timely and delightful customer experiences.
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Secure and compliant customer data
Employees across the bank need easy access to customer and client information. However, not all information is relevant to all tasks and exposing sensitive data creates compliance risks. Use role-based permissions to enforce global privacy policies.
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Increased productivity
To resolve issues, employees must often search various systems for information. This delays resolutions and frustrates customers. An intelligent assistant using generative AI content management can quickly sift through content to extract key insights.
Digital banking success stories
See how customers are succeeding with digital banking solutions for customer information management.
See more success stories
Leading South African bank moves archiving capabilities to the cloud with OpenText Core Archive for SAP Solutions
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FAQ
Explore customer information management components
Private cloud
Explore the component options for a private cloud customer information management solution.
- OpenText™ Extended ECM for Salesforce®Enhance collaboration, automate processes and maximize efficiency in Salesforce
- OpenText™ Intelligent CaptureUse machine learning and AI to automate manual content processes
- OpenText™ AppWorks™Re-engineer business processes around customer, employee and partner needs
- OpenText™ InfoArchiveOptimize infrastructure and ensure compliance with a modern archiving solution
- OpenText™ Extended ECM for Salesforce® FasTrakFast track Salesforce integration with leading enterprise content management
Public cloud
Explore the component options for a public cloud customer information management solution.
- OpenText™ Core for Salesforce®Simply and securely manage Salesforce content in the cloud
- OpenText™ Core Capture for Salesforce®Seamlessly ingest mission critical documents and accelerate Salesforce processes
- OpenText™ Core Case ManagementImprove decision-making and accelerate case management
- OpenText™ Core Digital SignaturesKeep critical approval processes flowing with enterprise grade e-signatures
- OpenText™ Core ShareEnable simple and secure sharing and collaboration in the cloud
- OpenText™ Core Starter PackAchieve fast go-live with expert advice and best practices from trusted advisor
Analytics and AI
Add AI-powered analytics to enhance your customer information management solution.
- OpenText™ Content AviatorTransform productivity with an AI-powered intelligent assistant
- OpenText™ IDOL Unstructured Data AnalyticsFind key insights stored deep within your unstructured data
Professional Services
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.
- Begin your AI journey quickly and securely with a trusted partnerEarn Your Wings Professional Services Program
- Make it easy for users to succeedUser Adoption Services
- Expand your knowledge and maximize your potentialLearning Paths
- Ensure effective implementation and deployment with OpenText Consulting ServicesImplementation and Deployment Services
- Connect with certified OpenText Professional Services ConsultantsConsulting Services
- Plan your path to the cloudCloud Readiness Assessment FasTrak
