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Empower business users in financial services to elevate customer experience

OpenText Information Management

It’s not a new phenomenon in traditional customer communications management (CCM) for an individual to wear multiple hats – performing more than one role to provide the most value to a business.

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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).

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Customer experience in Financial Services

OpenText Information Management

In a recent blog, I wrote about the increasing prominence of AI in financial services. It’s one of the areas I’ll be presenting on at this year’s OpenText™ Enterprise World, our annual customer conference. The other session I’ll be holding is around customer experience.

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Pulling an Uber: Customer experience in Financial Services

OpenText Information Management

One of the latest brands to gain “household verb” status is the ride-sharing service Uber. … The post Pulling an Uber: Customer experience in Financial Services appeared first on OpenText Blogs.

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Three use cases for cloud fax in financial services

OpenText Information Management

What about incorporating other business drivers such as improved business efficiency or enhanced customer experience? The paper problem Financial services workflows have always been heavily paper-based.

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Bridging the data ‘achievement gap’ for financial services

OpenText Information Management

Every financial services organization today understands the importance of data maturity. Data maturity is about maximizing the value of your data to answer business questions, empower employees and deliver an improved customer experience. But there’s a major gap between where banks are and where they want to be.

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Customer first: New U.K. consumer duty for the financial services industry

OpenText Information Management

To start, the length of a car lease … The post Customer first: New U.K. consumer duty for the financial services industry appeared first on OpenText Blogs. This often happens to consumers when, for example, reviewing details about a new car lease or opening a new investment account.