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Submitted URL: https://www.opentext.com/products-and-solutions/industries/customer-information-management-for-banks?utm_campaign=FY22-Q4...
Effective URL: https://www.opentext.com/solutions/total-experience-for-financial-services
Submission: On April 24 via api from CH — Scanned from DE
Effective URL: https://www.opentext.com/solutions/total-experience-for-financial-services
Submission: On April 24 via api from CH — Scanned from DE
Form analysis
1 forms found in the DOMName: ImprovedCustomerandEmployeeExperience — POST /en/solutions/Customer+Lifecycle+Information+Management+for+Financial+Services.page?submit=true&componentID=1665642980601
<form class="js-ot-form" id="modal-contact-form" data-action="https://resources.opentext.com/e/f2?LP=22181" method="post" name="ImprovedCustomerandEmployeeExperience"
action="/en/solutions/Customer+Lifecycle+Information+Management+for+Financial+Services.page?submit=true&componentID=1665642980601"><input type="hidden" name="elqCampaignId" value="58513"><input type="hidden" name="elqFormName"
value="ImprovedCustomerandEmployeeExperience"><input type="hidden" name="elqSiteId" value="459"><input type="hidden" name="Annual_Revenue" value=""><input type="hidden" name="DataRequest" value=""><input type="hidden" name="db_annual_sales"
value=""><input type="hidden" name="db_marketing_alias" value=""><input type="hidden" name="LeadSource-Original" value="Marketing - Organic Inbound"><input type="hidden" name="Number_of_Employees" value=""><input type="hidden" name="PageLang"
value=""><input type="hidden" name="PageURL" value="https://www.opentext.com/solutions/total-experience-for-financial-services"><input type="hidden" name="PreferenceRequest-FORMS" value=""><input type="hidden" name="Referrer" value=""><input
type="hidden" name="Region" value=""><input type="hidden" name="tURL" value="">
<div class="form-group">
<div><label for="elq-email">Email address</label><input id="elq-email" class="form-control" type="text" name="emailAddress" required=""></div>
</div>
<div class="form-group">
<div><label for="elq-firstname">First name</label><input id="elq-firstname" class="form-control" type="text" name="firstName" required=""></div>
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<div class="form-group">
<div><label for="elq-lastname">Last name</label><input id="elq-lastname" class="form-control" type="text" name="lastName" required=""></div>
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<div class="form-group">
<div><label for="elq-company">Company</label><input id="elq-company" class="form-control" type="text" name="company" required=""></div>
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<div class="form-group">
<div><label for="elq-title">Title</label><input id="elq-title" class="form-control" type="text" name="title" required=""></div>
</div>
<div class="form-group">
<div><label for="elq-country">Country</label><select id="elq-country" class="form-control" name="country" required="">
<option value="">-- Please select --</option>
<option value="AF">Afghanistan</option>
<option value="AX">Aland Islands</option>
<option value="AL">Albania</option>
<option value="DZ">Algeria</option>
<option value="AS">American Samoa</option>
<option value="AD">Andorra</option>
<option value="AO">Angola</option>
<option value="AI">Anguilla</option>
<option value="AQ">Antarctica</option>
<option value="AG">Antigua and Barbuda</option>
<option value="AR">Argentina</option>
<option value="AM">Armenia</option>
<option value="AW">Aruba</option>
<option value="AC">Ascension Island</option>
<option value="AU">Australia</option>
<option value="AT">Austria</option>
<option value="AZ">Azerbaijan</option>
<option value="BS">Bahamas</option>
<option value="BH">Bahrain</option>
<option value="BD">Bangladesh</option>
<option value="BB">Barbados</option>
<option value="BY">Belarus</option>
<option value="BE">Belgium</option>
<option value="BZ">Belize</option>
<option value="BJ">Benin</option>
<option value="BM">Bermuda</option>
<option value="BT">Bhutan</option>
<option value="BO">Bolivia</option>
<option value="BQ">Bonaire, Saint Eustatius and Saba</option>
<option value="BA">Bosnia and Herzegovina</option>
<option value="BW">Botswana</option>
<option value="BV">Bouvet Island</option>
<option value="BR">Brazil</option>
<option value="IO">British Indian Ocean Territory</option>
<option value="BN">Brunei Darussalam</option>
<option value="BG">Bulgaria</option>
<option value="BF">Burkina Faso</option>
<option value="BI">Burundi</option>
<option value="KH">Cambodia</option>
<option value="CM">Cameroon</option>
<option value="CA">Canada</option>
<option value="CV">Cape Verde</option>
<option value="KY">Cayman Islands</option>
<option value="CF">Central African Republic</option>
<option value="TD">Chad</option>
<option value="CL">Chile</option>
<option value="CN">China</option>
<option value="CX">Christmas Island</option>
<option value="CC">Cocos (Keeling) Islands</option>
<option value="CO">Colombia</option>
<option value="KM">Comoros</option>
<option value="CG">Congo</option>
<option value="CD">Congo, DR</option>
<option value="CK">Cook Islands</option>
<option value="CR">Costa Rica</option>
<option value="CI">Côte d’Ivoire</option>
<option value="HR">Croatia</option>
<option value="CW">Curacao</option>
<option value="CY">Cyprus</option>
<option value="CZ">Czech Republic</option>
<option value="DK">Denmark</option>
<option value="DJ">Djibouti</option>
<option value="DM">Dominica</option>
<option value="DO">Dominican Republic</option>
<option value="EC">Ecuador</option>
<option value="EG">Egypt</option>
<option value="SV">El Salvador</option>
<option value="GQ">Equatorial Guinea</option>
<option value="ER">Eritrea</option>
<option value="EE">Estonia</option>
<option value="ET">Ethiopia</option>
<option value="FK">Falkland Islands (Malvinas)</option>
<option value="FO">Foroe Islands</option>
<option value="FJ">Fiji</option>
<option value="FI">Finland</option>
<option value="FR">France</option>
<option value="GF">French Guiana</option>
<option value="PF">French Polynesia</option>
<option value="TF">French Southern Territories</option>
<option value="GA">Gabon</option>
<option value="GM">Gambia</option>
<option value="GE">Georgia</option>
<option value="DE">Germany</option>
<option value="GH">Ghana</option>
<option value="GI">Gibraltar</option>
<option value="GR">Greece</option>
<option value="GL">Greenland</option>
<option value="GD">Grenada</option>
<option value="GP">Guadeloupe</option>
<option value="GU">Guam</option>
<option value="GT">Guatemala</option>
<option value="GG">Guernsey</option>
<option value="GN">Guinea</option>
<option value="GW">Guinea-Bissau</option>
<option value="GY">Guyana</option>
<option value="HT">Haiti</option>
<option value="HM">Heard Island and McDonald Islands</option>
<option value="VA">Holy See (Vatican City State)</option>
<option value="HN">Honduras</option>
<option value="HK">Hong Kong</option>
<option value="HU">Hungary</option>
<option value="IS">Iceland</option>
<option value="IN">India</option>
<option value="ID">Indonesia</option>
<option value="IE">Ireland</option>
<option value="IM">Isle of Man</option>
<option value="IL">Israel</option>
<option value="IT">Italy</option>
<option value="JM">Jamaica</option>
<option value="JP">Japan</option>
<option value="JE">Jersey</option>
<option value="JO">Jordan</option>
<option value="KZ">Kazakhstan</option>
<option value="KE">Kenya</option>
<option value="KI">Kiribati</option>
<option value="KR">Korea, Republic of</option>
<option value="XK">Kosovo</option>
<option value="KW">Kuwait</option>
<option value="KG">Kyrgyzstan</option>
<option value="LA">Lao People’s Democratic Republic</option>
<option value="LV">Latvia</option>
<option value="LB">Lebanon</option>
<option value="LS">Lesotho</option>
<option value="LR">Liberia</option>
<option value="LY">Libyan Arab Jamahiriya</option>
<option value="LI">Liechtenstein</option>
<option value="LT">Lithuania</option>
<option value="LU">Luxembourg</option>
<option value="MO">Macao</option>
<option value="MK">Macedonia</option>
<option value="MG">Madagascar</option>
<option value="MW">Malawi</option>
<option value="MY">Malaysia</option>
<option value="MV">Maldives</option>
<option value="ML">Mali</option>
<option value="MT">Malta</option>
<option value="MH">Marshall Islands</option>
<option value="MQ">Martinique</option>
<option value="MR">Mauritania</option>
<option value="MU">Mauritius</option>
<option value="YT">Mayotte</option>
<option value="MX">Mexico</option>
<option value="FM">Micronesia, Federated States of</option>
<option value="MD">Moldova, Republic of</option>
<option value="MC">Monaco</option>
<option value="MN">Mongolia</option>
<option value="ME">Montenegro</option>
<option value="MS">Montserrat</option>
<option value="MA">Morocco</option>
<option value="MZ">Mozambique</option>
<option value="MM">Myanmar</option>
<option value="NA">Namibia</option>
<option value="NR">Nauru</option>
<option value="NP">Nepal</option>
<option value="NL">Netherlands</option>
<option value="AN">Netherlands Antilles</option>
<option value="NC">New Caledonia</option>
<option value="NZ">New Zealand</option>
<option value="NI">Nicaragua</option>
<option value="NE">Niger</option>
<option value="NG">Nigeria</option>
<option value="NU">Niue</option>
<option value="NF">Norfolk Island</option>
<option value="MP">Northern Mariana Islands</option>
<option value="NO">Norway</option>
<option value="OM">Oman</option>
<option value="PK">Pakistan</option>
<option value="PW">Palau</option>
<option value="PS">Palestinian Territory, Occupied</option>
<option value="PA">Panama</option>
<option value="PG">Papua New Guinea</option>
<option value="PY">Paraguay</option>
<option value="PE">Peru</option>
<option value="PH">Philippines</option>
<option value="PN">Pitcairn</option>
<option value="PL">Poland</option>
<option value="PT">Portugal</option>
<option value="PR">Puerto Rico</option>
<option value="QA">Qatar</option>
<option value="RE">Réunion</option>
<option value="RO">Romania</option>
<option value="RU">Russian Federation</option>
<option value="RW">Rwanda</option>
<option value="BL">Saint Barthélemy</option>
<option value="SH">Saint Helena</option>
<option value="KN">Saint Kitts and Nevis</option>
<option value="LC">Saint Lucia</option>
<option value="MF">Saint Martin</option>
<option value="PM">Saint Pierre and Miquelon</option>
<option value="VC">Saint Vincent and the Grenadines</option>
<option value="WS">Samoa</option>
<option value="SM">San Marino</option>
<option value="ST">Sao Tome and Principe</option>
<option value="SA">Saudi Arabia</option>
<option value="SN">Senegal</option>
<option value="RS">Serbia</option>
<option value="SC">Seychelles</option>
<option value="SL">Sierra Leone</option>
<option value="SG">Singapore</option>
<option value="SX">Sint Maarten (Dutch Part)</option>
<option value="SK">Slovakia</option>
<option value="SI">Slovenia</option>
<option value="SB">Solomon Islands</option>
<option value="ZA">South Africa</option>
<option value="GS">South Georgia</option>
<option value="SS">South Sudan</option>
<option value="ES">Spain</option>
<option value="LK">Sri Lanka</option>
<option value="SD">Sudan</option>
<option value="SR">Suriname</option>
<option value="SJ">Svalbard and Jan Mayen</option>
<option value="SZ">Swaziland</option>
<option value="SE">Sweden</option>
<option value="CH">Switzerland</option>
<option value="TW">Taiwan, Province of China</option>
<option value="TJ">Tajikistan</option>
<option value="TZ">Tanzania, United Republic of</option>
<option value="TH">Thailand</option>
<option value="TL">Timor-Leste</option>
<option value="TG">Togo</option>
<option value="TK">Tokelau</option>
<option value="TO">Tonga</option>
<option value="TT">Trinidad and Tobago</option>
<option value="TN">Tunisia</option>
<option value="TR">Turkey</option>
<option value="TM">Turkmenistan</option>
<option value="TC">Turks and Caicos Islands</option>
<option value="TV">Tuvalu</option>
<option value="UG">Uganda</option>
<option value="UA">Ukraine</option>
<option value="AE">United Arab Emirates</option>
<option value="GB">United Kingdom</option>
<option value="US">United States</option>
<option value="UM">United States Minor Outlying Islands</option>
<option value="UY">Uruguay</option>
<option value="UZ">Uzbekistan</option>
<option value="VU">Vanuatu</option>
<option value="VE">Venezuela, Bolivarian Republic of</option>
<option value="VN">Viet Nam</option>
<option value="VG">Virgin Islands, British</option>
<option value="VI">Virgin Islands, U.S.</option>
<option value="WF">Wallis and Futuna</option>
<option value="EH">Western Sahara</option>
<option value="YE">Yemen</option>
<option value="ZM">Zambia</option>
<option value="ZW">Zimbabwe</option>
</select></div>
</div>
<div class="form-group">
<div>
<div>
<div class="row no-gutters flex-column" style="display: none;">
<div><label for="elq-state">State or province<span class="elq-required">*</span></label></div>
<div>
<div class="row no-gutters flex-column">
<div>
<div><select id="elq-state" class="form-control" name="stateProv" disabled="disabled">
<option value="">-- Please select --</option>
<option value="Not applicable">Not applicable</option>
<option value="AK">Alaska</option>
<option value="AL">Alabama</option>
<option value="AR">Arkansas</option>
<option value="AZ">Arizona</option>
<option value="CA">California</option>
<option value="CO">Colorado</option>
<option value="CT">Connecticut</option>
<option value="DC">District of Columbia</option>
<option value="DE">Delaware</option>
<option value="FL">Florida</option>
<option value="GA">Georgia</option>
<option value="HI">Hawaii</option>
<option value="IA">Iowa</option>
<option value="ID">Idaho</option>
<option value="IL">Illinois</option>
<option value="IN">Indiana</option>
<option value="KS">Kansas</option>
<option value="KY">Kentucky</option>
<option value="LA">Louisiana</option>
<option value="MA">Massachusetts</option>
<option value="MD">Maryland</option>
<option value="ME">Maine</option>
<option value="MI">Michigan</option>
<option value="MN">Minnesota</option>
<option value="MO">Missouri</option>
<option value="MS">Mississippi</option>
<option value="MT">Montana</option>
<option value="NC">North Carolina</option>
<option value="ND">North Dakota</option>
<option value="NE">Nebraska</option>
<option value="NH">New Hampshire</option>
<option value="NJ">New Jersey</option>
<option value="NM">New Mexico</option>
<option value="NV">Nevada</option>
<option value="NY">New York</option>
<option value="OH">Ohio</option>
<option value="OK">Oklahoma</option>
<option value="OR">Oregon</option>
<option value="PA">Pennsylvania</option>
<option value="PR">Puerto Rico</option>
<option value="RI">Rhode Island</option>
<option value="SC">South Carolina</option>
<option value="SD">South Dakota</option>
<option value="TN">Tennessee</option>
<option value="TX">Texas</option>
<option value="UT">Utah</option>
<option value="VT">Vermont</option>
<option value="VA">Virginia</option>
<option value="WA">Washington</option>
<option value="DC">Washington D.C.</option>
<option value="WI">Wisconsin</option>
<option value="WV">West Virginia</option>
<option value="WY">Wyoming</option>
<option value="AB">Alberta</option>
<option value="BC">British Columbia</option>
<option value="MB">Manitoba</option>
<option value="NB">New Brunswick</option>
<option value="NL">Newfoundland</option>
<option value="NS">Nova Scotia</option>
<option value="NT">Northwest Territories</option>
<option value="NU">Nunavut</option>
<option value="ON">Ontario</option>
<option value="PE">Prince Edward Island</option>
<option value="QC">Quebec</option>
<option value="SK">Saskatchewan</option>
<option value="YT">Yukon</option>
</select></div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="form-group">
<div><label for="elq-busphone">Business phone</label><input id="elq-busphone" class="form-control" type="text" name="busPhone" required=""></div>
</div>
<div class="form-group">
<div>
<div>
<div class="row no-gutters flex-column" style="display: none;">
<div><label for="elq-industry">Industry</label></div>
<div>
<div class="row no-gutters flex-column">
<div>
<div><select id="elq-industry" class="form-control" name="sFIndustry1" required="">
<option value="">-- Please select --</option>
<option value="Administrative & Support Services ">Administrative & support services</option>
<option value="Aerospace">Aerospace</option>
<option value="Agriculture, Forestry, Fishing & Hunting">Agriculture, forestry, fishing & hunting</option>
<option value="Automotive">Automotive</option>
<option value="Banking">Banking</option>
<option value="Chemicals">Chemicals</option>
<option value="Consumer Goods">Consumer goods</option>
<option value="Data Processing & Hosting Services">Data processing & hosting services</option>
<option value="Defense & Intelligence">Defense & intelligence</option>
<option value="Education">Education</option>
<option value="Engineering & Construction">Engineering & construction</option>
<option value="Food & Beverage Manufacturing">Food & beverage manufacturing</option>
<option value="Government - Federal">Government - federal</option>
<option value="Government - Justice, Public Order, and Safety">Government - justice, public order, and safety</option>
<option value="Government - Local">Government - local</option>
<option value="Government - State/Provincial">Government - state/provincial</option>
<option value="Healthcare">Healthcare</option>
<option value="High Tech">High tech</option>
<option value="Industrial Manufacturing">Industrial manufacturing</option>
<option value="Insurance">Insurance</option>
<option value="Legal">Legal</option>
<option value="Life Sciences">Life sciences</option>
<option value="Management of Companies & Enterprises">Management of companies & enterprises</option>
<option value="Media & Entertainment">Media & entertainment</option>
<option value="Metals & Mining">Metals & mining</option>
<option value="Non-Profit Agencies & Charities">Non-profit agencies & charities</option>
<option value="Oil & Gas">Oil & gas</option>
<option value="Personal, Funeral & Laundry Services">Personal, funeral & laundry services</option>
<option value="Private Households">Private households</option>
<option value="Professional Services">Professional services</option>
<option value="Publishing & Information Services">Publishing & information services</option>
<option value="Real Estate, Rental & Leasing">Real estate, rental & leasing</option>
<option value="Religious, Grantmaking & Civic Organizations">Religious, grantmaking & civic organizations</option>
<option value="Repair & Maintenance">Repair & maintenance</option>
<option value="Retail">Retail</option>
<option value="Telecommunications">Telecommunications</option>
<option value="Tobacco">Tobacco</option>
<option value="Tourism and Food Services">Tourism and food services</option>
<option value="Transportation & Distribution">Transportation & distribution</option>
<option value="Utilities">Utilities</option>
<option value="Waste Management & Remediation Services">Waste management & remediation services</option>
<option value="Wholesale">Wholesale</option>
</select></div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div><input id="contact-submit" class="btn btn-primary" type="submit" value="Download now"></div>
</form>
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Learn More * Resources BLOGSBLOGS * OpenText Blogs * CEO Blog * Technologies * Line of Business * Industries OPENTEXT NAVIGATOROPENTEXT NAVIGATOR * Overview * Navigator Champions * Navigator Academy COMMUNITIES & EVENTSCOMMUNITIES & EVENTS * All Forums * My Support Forums * Developer Forums * Events & Webinars CUSTOMER SUCCESSCUSTOMER SUCCESS * Customer Stories ASSET LIBRARYASSET LIBRARY * CEO Thought Leadership * Webinars * Search OpenText Contact * My Account * Login * Cloud Login * Get Support * Developer * View my training history * Pay my bill Contact Solutions TOTAL EXPERIENCE FOR FINANCIAL SERVICES DRIVE CUSTOMER AND EMPLOYEE SATISFACTION, BRAND LOYALTY AND REVENUE GROWTH Get insights from Jim Marous ON THIS PAGE : On this page * Overview * Benefits * Business impacts * Customer stories * Components * Resources OVERVIEW Learn about the power of the challenger mindset from The Financial Brand's Jim Marous 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. KEY BENEFITS Provide all employees enterprise-wide with a single view of the customer and the information to efficiently and intelligently deliver a seamless customer experience. * GAIN CUSTOMERS FOR LIFE Build lasting relationships by providing exceptional experiences and targeted communications across all channels. * EMPOWER EMPLOYEES TO DELIVER FOR CUSTOMERS Deliver better customer experiences by providing employees with the necessary information to make smarter decisions and enhance collaboration. * IMPROVE THE CUSTOMER JOURNEY Enhance customer journeys with AI-driven intelligence, real-time analytics and personalized interactions through intelligent self-service. * MANAGE RISK AND COMPLIANCE Support compliance and governance while keeping data live and accessible for daily operations. BUSINESS IMPACTS * CUSTOMER INSIGHTS Employees need full visibility into customer history, preferences and behavior to provide efficient service and spot upsell opportunities. Data silos and disparate systems limit what they can see. Integrate data sources for a complete customer view. * CUSTOMER FOCUS 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. * COORDINATION AND COLLABORATION Sales, marketing and operations teams are all part of the customer experience. Without a central way to manage customer data, customers can receive mixed messages. Bring everyone into alignment with a single, real-time customer view. * SECURITY AND COMPLIANCE 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. * EMPLOYEE PRODUCTIVITY To resolve customer issues, employees often have to search for information stored across various systems and business lines. This delays resolutions and frustrates customers. Consolidate data to increase efficiency and customer satisfaction. * GAIN A COMPETITIVE ADVANTAGE 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. Contact us LEADERS TRUST OPENTEXT See how customers are succeeding with Total Experience for Financial Services. See more success stories MSIG ASIA ENHANCES CUSTOMER EXPERIENCE WITH DIGITAL EVOLUTION Learn more Previous Next EXPLORE THE COMPONENTS OF THE SOLUTION * Products * Professional Services * PRODUCTS OpenText Total Experience for Financial Services solutions include a simplified, composable platform and components can be plugged in as needed. * OpenText™ Experience Platform for Customer Experience Management Take a holistic approach to personalized communications and digital experiences * OpenText™ Exstream™ Transform customer communications into exceptional experiences * OpenText™ TeamSite™ Extend digital experiences across customer and employee channels * OpenText™ Media Management Introduce rich media experiences that drive better customer engagement * OpenText™ Extended ECM Platform Bridge information silos, improve processes and strengthen governance * OpenText™ Intelligent Capture Transform documents into actionable business insights * OpenText™ AppWorks™ Automate and optimize business processes with a low-code app PROFESSIONAL SERVICES OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems. * Accelerate the Information Management journey Consulting Services * Comprehensive Information Management services and resources Explore Professional Services * Reduce time to value with rapid implementation Packaged Services TOTAL EXPERIENCE FOR FINANCIAL SERVICES RESOURCES * Featured * Videos * EFFECTIVE CUSTOMER INFORMATION MANAGEMENT BUILDS BETTER DIGITAL EXPERIENCES Read the blog TOTAL EXPERIENCE FOR FINANCIAL SERVICES Read the overview THE POWER OF THE CHALLENGER MINDSET Watch the video BUILDING A STRONG CUSTOMER EXPERIENCE Watch the video DATA AND ANALYTICS: THE FOUNDATION OF DIGITAL TRANSFORMATION Watch the video HOW CAN WE HELP? * About OpenText * OpenText Blogs * Contact us DOWNLOAD THE POSITION PAPER READ BANKING TRANSFORMED: USING DATA AND INSIGHTS TO DELIVER IMPROVED CUSTOMER AND EMPLOYEE EXPERIENCES WRITTEN BY JIM MAROUS. 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