article thumbnail

EX + CX = TX

OpenText Information Management

When it comes to getting ahead in the Financial Services industry today, organizations must understand that customer experience is key. Banking and insurance industries are undergoing a generational change as customers migrate to the digital world.

article thumbnail

Effective customer information management builds better digital experiences

OpenText Information Management

Yet, after years of trying, financial services institutions (FSIs) are still not delivering the experiences that customers expect. Whether in retail or commercial banking, insurance or … The post Effective customer information management builds better digital experiences appeared first on OpenText Blogs. Why is that?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Everteam.iFile | Connect, Extract, Process, Manage and Analyze all your Stored Information

Everteam

A greater effort is required to grant a safe, smart and secure way to share and use this data, especially when it comes to key business processes and workflows that allow organizations and governments to communicate. iFile lifecycle: Insurance company case. One of the clients at the insurance company calls to report an accident.

article thumbnail

Xerox Unveils New Services Offerings to Advance Clients’ Digital Transformations

Info Source

March 27, 2019 – Today, Xerox (NYSE: XRX) announces a new services portfolio , comprised of five horizontal and four industry-specific services that are built to address clients’ digital transformation imperatives. Xerox Sector-Specific Services. NORWALK , Conn.,

article thumbnail

Top predictions for financial services in 2023

OpenText Information Management

With inflation, rising interest rates and general economic uncertainty, last year presented several challenges for financial services institutions (FSIs).

article thumbnail

Part 3: OMG! Not another digital transformation article! Is it about effecting risk management and change management?

ARMA International

Part 2 discussed the critical factors for a successful DT journey, because organizations need to do a “mind-shift” from traditional records and information management (RIM) practices to content services (CS). This content has a retention period considered permanent. The Death of ECM and Birth of Content Services, Gartner.