Managing customer information effectively is critical to achieve digital transformation in banking. 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 and automation to connect all customer touchpoints and deliver a 360-degree customer view, allowing employees time to obsess over customers.
Read the Forrester report to learn more on the state of customer obsession in financial services.
To deliver optimal customer experiences, bank employees require access to customer information in a coherent, comprehensive and integrated manner.
Boost banking customer onboarding and service requests with instant access to customer information across all touchpoints, straight from your CRM or case management apps.
Spend less time searching for relevant information and introduce banking automation to save time for delivering value-add consultative services to increase wallet share.
Gain the visibility and insights needed to identify cross-sell and upsell opportunities that boost customer lifetime value and increase wallet share.
Meet current and evolving regulatory guidelines with confidence, instantly locate the right information and comply with privacy regulations such as GDPR.
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.
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.
To resolve customer issues, employees often need to search for information stored across various systems and business lines. This delays resolutions and frustrates customers. Consolidate data to increase efficiency and customer satisfaction.
See how customers are succeeding with Customer Information Management for Banking.See more success stories
Explore the component options for a private cloud customer information management solution.
Explore the component options for a public cloud customer information management solution.
Add AI-powered analytics to enhance your customer information management solution.
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.