Industry Solutions


Enhance customer engagements, gain actionable insights and maintain security and compliance

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Financial institutions are 180% more likely to see improved customer satisfaction when focusing on experience-driven engagements[1]


Conquer disruptions and optimize customer and employee experiences

Pressure is increasing for retail banks, credit unions, wealth and asset management firms, fintechs and corporate treasury divisions to address evolving regulations and security threats and optimize and expedite payment processes. To meet these expectations, Banking organizations require solutions that improve customer service operations to ensure compliance, enhance information exchanges and mitigate risk.

Key Banking solutions

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What makes OpenText different

  • Trusted industry leader

    Partners with 17 of the top 20 largest financial institutions, who trust OpenText to support their operations.

  • Reliable cloud platform

    Supports more than 3,000 clients by translating over 2.5 M inbound/outbound global payment transactions a month with OpenText™ Business Network.

  • Stronger customer relationships

    Empowers nine of the top 10 Fortune 500 banks to foster better customer relationships with OpenText™ Customer Communications Management (CCM) solutions.

  • Global integration services

    Manages more than 30 million digital identities and processes more than $9 trillion in network commerce across 26 billion transactions.

Leaders trust OpenText

Learn how leading banking organizations lean on OpenText solutions.

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BlueShore Financial delivers tailored client communications with OpenText Exstream

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China CITIC Bank International digitally transforms report archiving and compliance process

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Black Sea Trade and Development Bank continues to invest with OpenText

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Banking resources

Transforming Financial Services and Insurance with Digital Process Automation

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The ISO 20022 Countdown Begins: How Should You Prepare?

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Focus on customer experience to stand out from your retail banking competitors

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Personalize and optimize the entire customer lifecycle

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Simplifying the Business to Bank Integration Process

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  1. [1]The Financial Brand, Go Beyond ROI with 'Return on Experience' with Banking, June 2021
  2. [2]Eagle Hill Consulting, For financial services companies, taking action on employee experience will elevate their customer experience too, 2021
  3. [3]Trend Micro, Attacks from All Angles: 2021 Midyear Security Roundup, September 2021