Sign In Global WHAT WE DO WHO WE ARE VIDEOS CUSTOMER STORIES SUPPORT EVENTS AND WEBINARS Home What We Do Industries Financial Services Financial Services "That's one of the things that is really great about the system. You sit down and everything you need is right there. If you're assessing a customer, especially the regulators, they come in, they open it up, they look at it, and they don't need to go anywhere else. Nothing is stored in a filing cabinet somewhere." Risë Zaiser, SVP, Information Systems, JRI-America, IT Subsidiary of SMBC Learn more Learn More About How OpenText Can Help You OVERVIEW SOLUTIONS RESOURCE CENTER Financial Services Overview Enterprise Information Management solutions that contribute to revenue growth, increase compliance and security, improve transparency, strengthen your brand and increase profitability. Around the world Banks and Capital Markets firms are facing challenges from increased regulation, ongoing economic uncertainty, risks, constant revenue and profit pressure and new competitors. Customer expectations are changing rapidly as technology enables real time commerce and financial activity. Regulatory challenges are accelerating globally and from regulators that did not exist two years ago. The entire Financial Services Industry is under tremendous pressure to meet these challenges yet must somehow increase profitability. The number one goal of most Financial Services firms continues to be revenue growth which comes from adding new customers and increasing share of wallet from existing ones. This is equally true for retail banking, corporate banking and capital markets. Compliance pressures demand rigor and discipline to create new capabilities to manage the explosive growth in regulations. Now unstructured data is increasingly important in responding to regulator requests. Business processes need to be optimized in order to maximize efficiency and bring control to the overwhelming amount of information that powers your organization. Corporate and institutional clients and regulators increasingly demand secure, flexible integration solutions that leverage emerging global industry standards. OpenText solutions help you: Reduce time to revenue by automating manual processes and eliminating lag times for diverse areas such as Customer Onboarding, Loan Origination and Servicing, Compliance (such as Dodd-Frank, Basel III and FATCA), and anything else that requires workflow, process control and collaboration. Attract and retain customers with multi-channel presentment technology. Remove paper through ECM and Document Management, including eDiscovery, Records Management, Autoclassification, and Archiving for defensible disposition and get the most benefit from your unstructured data, and work more effectively with regulators. Securely integrate with corporate and institutional clients, leveraging the world’s largest business network and Managed Services Solutions in order to quickly and efficiently meet client connectivity needs and generate revenue. Use Social and preferred devices to communicate more effectively and securely, when and where your clients want, and include custom reporting. Strengthen your brand with customer experience and media management , from creation of a new product to consumption by a client, while staying in Compliance the entire time. Gain the benefits from the Cloud from a company with years of successful experience. Featured Solutions Client Onboarding Get clients onboarded faster and easier. Make it a positive experience, capture data once and use again for upsell and cross sell opportunities. Quicker time to revenue Remove paper & manual processes Better use of your resources, no delays or waiting Compliance addressed and confirmed Client able to start sooner, positive experience Learn More Digital Marketing for Client Acquisition Sell to those most likely to buy and improve the efficiency and results of call centers. Conduct multichannel campaigns driven by Marketing and without IT involvement. Gain new customers Tighten the relationships with existing clients by selling them more products and services Monetize every touchpoint, maximize the value of every interaction, including customer service calls in a call center Improve the results of cross sell and upsell opportunities Learn More Treasury Management Integration Increasing numbers of corporate clients are demanding host-to-host and/or multibank connectivity with their banks in order to automate their financial workflows and increase efficiency. In delivering client-facing solutions to corporates, banks must balance customer satisfaction with cost-effective servicing. Enhanced competitive positioning Quicker time to revenue Eliminates need to maintain in-house expertise on protocols and standards Supplement bank staff required for complex client onboarding or migrations Reduced operational costs Learn More CONTACT OPENTEXT Contact Form Global Offices +1 (800) 499-6544 OPENTEXT BLOGS General Data Protection Regulation (GDPR) – How can Customers use OpenText and SAP for Timely Deletion March 13 by Claudia Traving Five Compliance Challenges Facing Your Organization in 2017 March 06 by Janet de Guzman The Future of ECM is Coming Into Focus: Here’s Where to Start March 03 by Stephen Ludlow More Blogs UPCOMING WEBINARS APR 06 Tailored SmartUI User Experience for Improved Productivity APR 11 Enterprise World 2017 Overview APR 18 What's New in OpenText Exstream 16? View All Webinars THE OPENTEXT FAMILY OpenText has welcomed a number of products into the OpenText brand family. For a complete list of previous product names that are now part of OpenText, see: Actuate Artesia Captaris Cordys Daegis Easylink GXS HP Hummingbird IGC Livelink Reddot Vignette See All Rebranded Products LATEST BLOGS OpenText WFO Video Series: How can the Contact Center Align with the top Priorities of Executive Leadership? Putting the X Factor Into Customer Experience Documentum and OpenText for Life Sciences – Moving Beyond FUD European Energy CIOs Reap Benefit of Digital Transformation – and That’s Just the Start Read More at blogs.opentext.com LEARN MORE Company Careers Investors Services Training Find an Office Location My Support EDI Basics InfoGov Basics B2B Managed Services WE'RE INFORMATION EXPERTS. You can be too. Learn how Enterprise Information Management (EIM) can help you. Contact Form +1 (800) 499-6544 © Copyright 2017 OpenText Corp. All Rights Reserved. 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