OpenText home page.
Industry Solutions

Financial services industry solutions

Boost customer experience, compliance, and efficiency with AI

Read the AI for financial services briefGet the FSI and AI report
OpenText OT watermark image with person using a tablet and financial industry icons

Leaders trust OpenText

Leaders trust OpenText

Discover financial services solution innovations

Two professionals working at a desk with a video call on a monitor

How banks can navigate digital transformation and compliance

The financial services industry is evolving rapidly. Discover how AI and modern financial services IT solutions can boost resilience, elevate experiences, and turn compliance into a competitive edge.

Read the article
Image of podcast speaker Jim Marous on a red background

Bridging the generative AI readiness gap

AI and GenAI are revolutionizing financial services—but how are banks leveraging these tools, and what challenges get in the way? No. 1 influencer Jim Marous joins OpenText’s Monica Hovsepian and John Radko to explore how financial services institutions (FSIs) are using AI to transform experiences.

Listen to the podcast
Play video

OpenText DevSecOps for FSIs. Faster, safer, smarter.

Financial services must innovate fast while keeping customer data secure. OpenText DevSecOps delivers AI-powered automation and built-in security across the development lifecycle—accelerating app delivery, ensuring compliance, and protecting customer trust.

Watch the video
Two professionals working at a desk with a video call on a monitor

How banks can navigate digital transformation and compliance

The financial services industry is evolving rapidly. Discover how AI and modern financial services IT solutions can boost resilience, elevate experiences, and turn compliance into a competitive edge.

Read the article
Image of podcast speaker Jim Marous on a red background

Bridging the generative AI readiness gap

AI and GenAI are revolutionizing financial services—but how are banks leveraging these tools, and what challenges get in the way? No. 1 influencer Jim Marous joins OpenText’s Monica Hovsepian and John Radko to explore how financial services institutions (FSIs) are using AI to transform experiences.

Listen to the podcast
Play video

OpenText DevSecOps for FSIs. Faster, safer, smarter.

Financial services must innovate fast while keeping customer data secure. OpenText DevSecOps delivers AI-powered automation and built-in security across the development lifecycle—accelerating app delivery, ensuring compliance, and protecting customer trust.

Watch the video

Discover financial services market solutions

Retail banking

Enhance customer and employee experiences, increase customer satisfaction, leverage AI to gain actionable insights, maintain security and compliance, and build loyalty and trust.

Explore banking solutions
A person holding a phone and a banking debit/credit card

Banking experiences reimagined

Get the AI for banking guide
A person using stylus on their laptop with a digital banking icon

Understanding the state of AI in banking

Get the digital banking report
A person using their phone with a digital wallet icon

How total experience can transform the financial services sector

Read about total experience for banking

Corporate banking

Ensure optimal compliance with industry and regional mandates, operational efficiency, and security. Automate cross border payment activities leveraging AI and integrated receivables.

Explore banking solutions
A person using stylus on their laptop with a digital banking icon

OpenText Financial Hub–Payments Portal

Read about the Financial Hub–Payments Portal
A digital network illustration with a city landscape in the background

ISO 20022 for banks and their corporate customers

Read the ISO 20022 ebook

Insurance

Transform insurance experiences—engage smarter, empower teams with AI, uncover insights, and ensure security and compliance.

Explore insurance solutions
A person talking on a phone with a monitor and a keyboard on their workdesk

Total experience for insurance

Watch the video
Three person shadows merged with a digital code in the background

5 ways to prepare for data privacy laws

Download the data privacy guide

Financial services industry use cases

Cloud, security, customer experience, and AI are reshaping financial services. With rising compliance pressures and fierce competition, FSIs must innovate fast. See how OpenText fuels digital transformation, AI-driven efficiency, and smart compliance.

  • Banking services customers can trust

    Your customers are trusting you with their financial future—are you ready? Earn your customer's trust by protecting their data, providing transparent services, and delivering personalized, proactive experiences that prioritize their needs.

    Start your transformation journey now

  • Integrated payments and reconciliation

    Many FSIs still rely on manual payment processing, which is error-prone and time consuming. Automate those manual tasks and streamline payment flows.

    Find out how to reduce cost and mitigate risk

  • ISO 20022 data transformation

    Meeting regulatory standards isn’t a one-and-done job. As existing regulations change and new ones emerge, organizations have to keep up. Discover how to adhere to evolving payment standards to achieve compliance and improve payment operations.

    Find out how to unleash the full potential of ISO 20022

  • Defend with precision, secure with confidence

    Cyber resilience is mission-critical in the financial services industry. OpenText delivers AI, cloud, and zero trust strategies to help FSIs stay secure, compliant, and trusted.

    Explore OpenText cybersecurity solutions

  • Anywhere, anytime engagement

    Engage with your customers the way they want you to. Boost customer trust and loyalty in financial services with AI-powered personalization and meaningful, preference-driven engagement seamlessly across all delivery channels.

    Elevate digital experiences

Explore more solutions

Artificial intelligence for the financial services industry

OpenText™ Aviator empowers financial services organizations to accelerate intelligent automation, elevate customer and employee experiences, and drive AI-powered insights—securely and at scale.

Read the executive brief

Leveraging total experience to achieve world-class customer advocacy

Drive customer and employee satisfaction, brand loyalty, and revenue growth, achieve operational excellence, and gain a 360-degree view of the customer across the enterprise, applications, and systems.

Read the executive brief

Smarter cybersecurity for financial services

Cyber threats are rising—and trust is on the line. Financial institutions must embrace zero-trust security, AI-driven threat detection, and cyber resilience to protect data, meet regulations, and stay competitive. Strong cybersecurity isn’t optional—it’s survival.

Read the executive brief

Delivering high-quality financial services applications at scale

DevOps is critical for accelerating innovation, reducing time-to-market, and ensuring secure, compliant delivery of digital services. A seamless developer experience empowers teams to build, test, and deploy with confidence—driving agility without compromising on risk or regulation.

Read the executive brief

Optimize cloud spend and business value with FinOps

FinOps is critical in the financial services industry to optimize cloud spend, improve cost transparency, and align technology investments with business value. It enables real-time financial accountability, helping firms stay agile, competitive, and compliant in a fast-evolving digital landscape.

Read the executive brief

Protect your brand and information during digital transformation

Protecting your brand and ensuring compliance are vital during digital transformation in financial services, where trust is currency and regulations are non-negotiable. A single misstep erodes customer confidence and trigger costly penalties—making proactive risk management a strategic imperative.

Read the executive brief

Learn more about financial services industry solutions

Learn what it takes to elevate customer engagement and customer satisfaction

Customers expect their financial institutions to know, understand, and reward them. Creating such relationships is the foundation of building strong customer experiences, according to Jim Marous, co-publisher of the Financial Brand. This requires seamless integration of data, analytics, and new technologies to deliver a better customer experience.

Contact us

Resources

Credit Agricole Payment Services logo

Financial services company modernized software testing & introduced AI with OpenText

Learn more
RSA Insurance Group logo

RSA accelerates team onboarding and reduces performance testing time by 30%

Learn more
Capitec logo

Capitec moves archiving capabilities to the cloud with OpenText

Learn more
Warba Bank logo

Warba Bank accelerates customer services and strengthens regulatory compliance

Learn more
Santander logo

Testing of mobile banking apps at significantly lower cost with OpenText

Learn more
Tokio Marine logo

Tokio Marine improves service quality with rapid delivery of policy information

Learn more
Faysal Bank logo

Faysal Bank reduces churn, automates reporting, targets marketing with OpenText

Learn more
Vancity logo

OpenText streamlines IT operations management

Learn more
Pacific Life Insurance logo

Financial enterprise aligns information governance and technology with OpenText

Learn more
Acuity logo

Insurance provider saves time, secures compliance with OpenText

Learn more
Generali France logo

Improved application quality & security with OpenText Core Application Security

Learn more
isbank logo

Keeping errors out of production banking systems & enhancing auditability

Learn more
See more success stories

Leveraging total experience to achieve world-class customer advocacy

Read the point of view

Protect your brand and information during digital transformation

Read the point of view

Controlled Document Management for Financial Services

Read the point of view

Hackers vs banks

View the infographic

Big bucks, bigger risks

View the infographic

Enhancing Sales Operations

View the infographic

ISO 20022: Prepare for the future of payments

View the infographic

Leveraging total experience to achieve world-class customer advocacy

Read the point of view

Protect your brand and information during digital transformation

Read the point of view

Controlled Document Management for Financial Services

Read the point of view

Hackers vs banks

View the infographic

Big bucks, bigger risks

View the infographic

Enhancing Sales Operations

View the infographic

ISO 20022: Prepare for the future of payments

View the infographic

Smarter Cybersecurity for Financial Services

View the content bundle portal

AI for Financial Services

View the content bundle portal

Smarter Cybersecurity for Financial Services

View the content bundle portal

AI for Financial Services

View the content bundle portal
Play video

The power of the challenger mindset

Watch the video
Play video

Building a strong customer experience

Watch the video
Play video

Data and analytics: The foundation of digital transformation

Watch the video
Play video

Break through barriers to build total experience

Watch the video
Play video

Empowering employee experience with Jim Marous

Watch the video
See more videos and webinars
Play video

Customer onboarding for financial services

Watch the demo
Play video

Relationship manager reviews customer information

Watch the demo
Play video

Call center agent helps customer with loan inquiry

Watch the demo
Play video

Insurance adjustor generates a claim communication

Watch the demo
See more videos and webinars

Intelligent treasury with seamless integration and ISO 20022

Watch the webinar

The future of data, analytics and AI services in the financial services industry

Watch the webinar

The total experience imperative in insurance: Is your organization ready?

Watch the webinar
See more videos and webinars

Intelligent treasury with seamless integration and ISO 20022

Watch the webinar

The future of data, analytics and AI services in the financial services industry

Watch the webinar

The total experience imperative in insurance: Is your organization ready?

Watch the webinar

  • Information management, enhanced through financial services automation and AI, drives digital transformation by centralizing and organizing customer data into a complete, 360-degree view. This empowers financial institutions to deliver more personalized customer experiences, streamline operations, and remain competitive in a fast-changing landscape. Financial services firms that fail to equip employees with the right tools and insights will struggle to meet rising expectations. A unified customer view gives teams the visibility they need to deliver trusted, high-impact service and engagement—every time.

  • Smarter customer information management in financial services enables a 360-degree view of each client—capturing transactions, interactions, preferences, and behaviors. These insights empower financial institutions to personalize offerings, tailor marketing, and resolve inquiries quickly. Sales and service teams gain a deeper understanding of customer needs, helping build trust and long-term relationships that drive loyalty and growth.

  • Information management helps financial services institutions maintain accurate, up-to-date client data—critical for regulatory compliance. It supports Know Your Customer (KYC), anti-money laundering (AML), and other financial regulations by ensuring data integrity, security, and auditability across all touchpoints.

  • Smarter information management gives financial services institutions a complete view of each client—enabling personalized cross-sell and upsell strategies based on real behaviors and preferences. By understanding the full customer relationship across products and services, FSIs can drive more effective marketing, increase wallet share, and build lasting trust through tailored, value-driven engagements.

  • In the financial services industry challenges like data security, integration complexity, and data quality can be tackled with strong security protocols, an information management solution that integrates seamlessly across systems, and strict data governance to ensure accuracy, compliance, and reliability.

    August 20, 2025

    The financial sector’s security wake-up call: Why DevSecOps is the answer

    The financial industry is at a crossroads. As digital transformation accelerates, so too does the complexity—and risk—of securing systems.

    Read the blog
    European Union Flags with a building in the background
    January 23, 2025

    Are you ready to meet the European Accessibility Act 2025?

    Making digital content accessible for all

    Read the blog
    World Economic Forum Annual Meeting Davos 2025 Centre with mountains in the background
    January 29, 2025

    Davos 2025: Financial services embrace AI and cybersecurity for a resilient future

    At the World Economic Forum in Davos, 2025, the financial services industry was in the spotlight, navigating a landscape of opportunity and challenge.

    Read the blog
    2025 Predictions written on a small chalkboard placed on a table with some currency coins and a plant
    December 18, 2024

    Financial services 2025: A thrilling tech-powered revolution

    The top trends predicted to impact financial services and banking in 2025

    Read the blog

    How can we help?