Banking and insurance customers expect trusted, relevant and personal experiences. To stay competitive, Financial Service Institutions (FSIs) must deliver total experiences, providing consistent, seamless interactions for customers and employees across all touchpoints. Yet, with information stored across various systems, FSIs have limited visibility into the complete customer lifecycle, resulting in fragmented interactions, errors and service delays.
Total Experience for Financial Services consolidates information into a single customer view to elevate engagement and service across all delivery channels.
Provide all employees enterprise-wide with a single view of the customer and the information to efficiently and intelligently deliver a seamless customer experience.
Build lasting relationships by providing exceptional experiences and targeted communications across all channels.
Deliver better customer experiences by providing employees with the necessary information to make smarter decisions and enhance collaboration.
Enhance customer journeys with AI-driven intelligence, real-time analytics and personalized interactions through intelligent self-service.
Support compliance and governance while keeping data live and accessible for daily operations.
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.
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.
Customer experience is a top priority for businesses. Delivering superior customer experiences requires personalized messaging. Delight your customers across their journey with rich and relevant experiences for all channels.
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OpenText Total Experience for Financial Services solutions include a simplified, composable platform and components can be plugged in as needed.
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.