OpenText Industry Ebook
Here’s how OpenText ECM and Exstream help financial services customers like you. In Real Life FINANCIAL SERVICES Experience a true 360-degree view of your customer. OpenText delivers a full view of not just transactional data, but also the related unstructured content. Support digital transformation. Enable organizations to transform their business processes based on a solid information management strategy. Connect your clouds. See how our partner OpenText can OpenText Apps allow customers to connect Salesforce help Transformation and Business Strategy Clouds, such as Sales, Service and Financial Services owners to solve big-picture problems in Cloud to key OpenText solutions. the Financial Services industry. Enhance collaboration OpenText™ Extended ECM optimizes sales and service and information governance. operations with innovative content management tools. Provide end users with an information repository Exstream helps you enhance customer engagement with for all types of business content. targeted, multichannel communications. Keep reading to learn more about making the switch from manual to digital processes and see how a Chief Transformation Officer uses OpenText to keep her organization’s digital transformation quick and easy.
The Big Picture OpenText helps you transform from manual Digitize Those paper tasks to self-service digital tasks. Documents Create a The Challenge: Inefficient, manual processes cause delays and poor Safe Space experiences. The Challenge: Large volumes of The Solution: OpenText Extended customer information must be ECM digitizes and automates managed properly to ensure banking time-consuming manual processes regulations are met. Staff often need such as customer onboarding. speedy access to the right documents. The Solution: OpenText Extended ECM helps you develop a single source of truth that is accessible to all teams and customers. Hello, Happy Customers The Challenge: Poor customer Bye Bye, Silos satisfaction increases churn. The Challenge: Disparate systems The Solution: OpenText Exstream and silos increase IT burden and is an omnichannel customer reduce efficiency and accuracy. communication management The Solution: OpenText Extended solution for designing and delivering ECM integrates your content engaging communication at every management strategy for seamless touchpoint. collaboration across teams.
How OpenText Extended ECM The Close-up Solves Sasha’s Challenges Keep reading to learn more about making the switch from manual to Self-Service Onboarding digital processes and see how a Chief Cumulus has reduced the time to onboard new Transformation Officer uses OpenText customers from hours to minutes and bring processing to keep her organization’s digital costs down by 25–30%. transformation quick and easy. Single Source of Truth Sasha has been able to drive collaboration by implementing a single source of truth for all customer information that all her teams can access. SASHA BANKS Digitized Documents Chief Transformation Officer, Cumulus OpenText Extended ECM has helped Sasha’s teams eliminate manual errors, reduce costs, and Sasha needs to connect silos and overhaul legacy applications. Fast. increase compliance by doing away with paper and automating processes. Cumulus is losing customers because self service processes are insufficient and call center staff is unable to help. Sasha has been tasked with overseeing the organization’s digital transformation and improving customer experiences. Personalized Communications Her Goals: Her Challenges: By using the delivery formats and channels customers prefer to deliver ultra-personalized, compliant, consistent - Make content easily accessible to internal - Self service processes aren’t working communications, Cumulus has improved customer teams across departments and to the engagement. customer - Call center staff is struggling to find the information they need - Increase customer engagement with personalized communications via their - Hundreds of inefficient applications and preferred channels information silos with disconnected content LEARN MORE ABOUT OPENTEXT - Outgoing communications are poorly branded and lack real insight
