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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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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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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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Customer experience as a catalyst for digital transformation

OpenText Information Management

With 63% of Financial Services organizations either planning or formally engaged in digital transformation initiatives, how does a financial brand drive conversion, create loyalty and maintain a competitive edge?

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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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Artificial Intelligence: a new frontier to customer experience

OpenText Information Management

While the use of AI has predominantly been applied in heavy industries and financial services, it is now increasingly applied across a gamut of customer-facing industries, including retail and healthcare.