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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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The Financial Service and Insurance Industries Need Intelligent Document Processing; Here’s Why

Rocket Software

Analyst firm IDC recently published a Vendor Spotlight report featuring ASG Mobius Content Services (Mobius) and its applications in the financial service and insurance industries. Read on to learn how Mobius helps customers manage content from capture to distribution, and more of the highlights from IDC’s research.

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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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Digital Preservation -- High Stakes for Finance and Insurance Companies

AIIM

AIIM believes that digital preservation needs to be viewed through the prism of a set of Intelligent Information Management capabilities that are integral to delivering upon the Digital Transformation challenge of understanding, anticipating, and redefining internal and external customer experiences.

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Achieving digital transformation in the insurance industry

OpenText Information Management

Research has consistently shown that senior management within the insurance sector think digital transformation is critical to their business. Digital … The post Achieving digital transformation in the insurance industry appeared first on OpenText Blogs.

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6 ways messaging supercharges mid-market financial services

OpenText Information Management

Fast, easy, personalized, and engaging experiences are the name of the game in financial services. It’s not just competitors you’re up against but also experience leaders in other industries. Mobile messaging is a direct line into the hand or pocket of your customer, client, or member.