Customer Information Management for Banking

Put customers first by accelerating digital transformation in banking with smarter information

of employees at customer-committed financial services companies describe their organization as “complacent”[1]

Enhance digital banking solutions with smarter information

Empowering Employee Experience with Jim Marous. Boost your operations to improve employee productivity and customer experiences.

Digital transformation in banking can only be achieved with effective management of customer information. An integrated approach to managing customer information delivers relevant data to sales and service teams when and where they need it to meet evolving customer expectations.

Customer Information Management for Banking integrates CRM systems with advanced enterprise content management, automation, and AI to connect all customer touchpoints and deliver a 360-degree customer view, allowing employees time to obsess over customers.

Benefits of accelerating digital transformation in banking

To deliver optimal customer experiences, bank employees need access to customer information in a coherent, comprehensive, and integrated manner.

  • hand holding clock icon

    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.

  • gear with graph going up

    Focus on revenue-generating activities

    Leverage banking automation and generative AI to find relevant information faster, freeing up time to deliver value-add consultative services that increase wallet share.

  • magnifying glass focusing on dollar sign

    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.

  • All items checked icon

    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?

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Increased productivity

    To resolve customer issues, employees must often search multiple systems for information. This delays resolutions and frustrates customers. An AI-powered intelligent assistant can quickly sift through large volumes of content to extract key insights.

Read the overview

Leaders trust OpenText

See how customers are succeeding with Customer Information Management for Banking.

See more success stories
MSIG logo

MSIG Asia enhances customer experience with digital evolution

Learn more
Capitec logo

Leading South African bank moves archiving capabilities to the cloud with OpenText Core Archive for SAP Solutions

Learn more
Black Sea Trade and Development Bank logo

Black Sea Trade and Development Bank continues to invest with OpenText

Learn more

Explore customer information management components

Private cloud

Explore the component options for a private cloud customer information management solution.

Public cloud

Explore the component options for a public cloud customer information management solution.

Analytics and AI

Add AI-powered analytics to enhance your customer information management solution.

Professional Services

OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.

Resources to deliver the next generation of digital banking solutions

See how OpenText delivers enterprise content management from within Salesforce

Watch the video

Bring content management to your CRM processes

Read the overview

A day in the life of a commercial banking customer

Watch the video

OpenText Extended ECM for Salesforce

Explore the interactive tour

OpenText Extended ECM for Microsoft Dynamics 365

Take a tour

OpenText Core Content for Sales Departments

Explore the interactive tour

Introduction to empowering employee experiences in Banking

Watch the video

Salesforce AppExchange: OpenText Extended ECM for Salesforce

Watch the video

OpenText Extended ECM for Microsoft Dynamics 365 Customer Engagement

Watch the video

What is a customer information management system?

Read the blog

Optimize customer relationship management

Read the blog

How to delight customers with engaging experiences

Read the blog



  1. [1]Forrester, The State of Customer Obsession in Financial Services, 2022.