Customer Lifecycle Information Management for Financial Services
Boost customer engagement, employee productivity and operational efficiency
Overview
Financial Services customers expect trusted, relevant and personal experiences. To stay competitive, Financial Service Institutions (FSIs) must provide highly consistent, seamless interactions across multiple touchpoints. Yet, with information stored across various systems, FSIs have limited visibility into the complete customer lifecycle, resulting in fragmented interactions, incorrect information and service delays.
Customer Lifecycle Information Management for Financial Services consolidates information into a single customer view and improves customer data management to elevate engagement and service across delivery channels.
Key benefits
Impact business and achieve better results.
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Gain a competitive advantage
Optimize customer and client information and adapt to shifting expectations with dynamic, relevant services across the enterprise.
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Grow and deepen relationships
Create consistent and engaging customer experiences throughout the lifecycle to drive loyalty and nurture relationships that last.
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Enable productivity from anywhere
Connect user data management processes across the enterprise to enable secure collaboration and allow employees to stay informed and productive from anywhere.
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Understand customers better
Ensure all stakeholders have the most current and relevant content across critical business systems with a single source of customer truth.
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Enforce governance and risk management
Provide instant customer information updates to operations while preserving privacy, adhering to information governance policies and ensuring compliance.
Business impacts
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Customer insights
Employees need full visibility into customer history, preferences and behavior to provide efficient service and spot upsell opportunities. Data silos and disparate systems limit what they can see. Integrate data sources for a complete customer view. -
Customer focus
Employees must perform data entry and other repetitive tasks. These manual processes use up time that could be spent on high-value, customer-focused work. Automate and digitize paper-based processes.
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Coordination and collaboration
Sales, marketing and operations teams are all part of the customer experience. Without a central way to manage customer data, customers can receive mixed messages. Bring everyone into alignment with a single, real-time customer view. -
Security and compliance
People across the enterprise need 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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Employee productivity
To resolve customer issues, employees often have 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.
Leaders trust OpenText
See how customers are succeeding with Customer Lifecycle Information Management for Financial Services.
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Explore the components of the solution
Products
OpenText offers a choice of solutions for Customer Lifecycle Information Management for Financial Services.
- OpenText™ Exstream™Transform customer communications into exceptional experiences
- OpenText™ TeamSite™Create relevant, personalized experiences across customer channels
- OpenText™ Intelligent CaptureTransform documents into actionable business insights
- OpenText™ AppWorks™Automate and optimize business processes with a low-code app
- OpenText™ Extended ECM PlatformBridge information silos, improve processes and strengthen governance
- OpenText™ Core ShareEnable secure remote content sharing from existing platforms
- OpenText™ InfoArchiveOptimize infrastructure and ensure compliance with a modern archiving solution
Professional Services
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.
- Accelerate the Information Management journeyConsulting Services
- Comprehensive Information Management services and resourcesExplore Professional Services
- Reduce time to value with rapid implementationFasTrak Packaged Services
