Industry Solutions

Financial Services Videos and Webinars

Enhance customer engagement, gain actionable insights and maintain security and compliance

Videos and Webinars

On-Demand

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Building a Strong Customer Experience
Customers expect their financial institutions to know them, understand them and reward them. Creating such a relationship is the foundation of building a strong customer experience, according to Jim Marous, co-publisher of the Financial Brand. This requires seamless integration of data, analytics and new technologies to deliver a better customer experience. Watch this exclusive OpenText-sponsored video to learn what it takes to elevate customer engagement and customer satisfaction.
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Data and Analytics: The Foundation of Digital Transformation
Digital technology has opened the door for new products and services while enhancing customer experiences and revenue opportunities in Financial Services. At the core is artificial intelligence, which enables insights that allow us to reach new heights, according to Jim Marous, co-publisher of the Financial Brand. Watch this exclusive OpenText-sponsored video to learn why Financial Services Institutions must use data and analytics to meet the expectations of today’s connected customers and drive better customer experiences.
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Empowering employee experiences in Banking
Leading retail banking influencer Jim Marous explains how seamless integration of operational efficiency is critical to driving employee productivity that ultimately boosts employee experiences and leads to better customer experiences. To achieve successful digital transformations that prepare organizations for the future of work, the Banking industry must embrace change and engage employees every step of the way.
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Introduce advanced document management capabilities within Salesforce
OpenText™ Core Content integrates with Salesforce to empower business users with advanced document management capabilities. Watch how to enhance collaboration and efficiencies both inside the organization and with customers and partners, while seamlessly automating records management processes and controls behind the scenes.
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OpenText Privacy Management Center
Regardless of where your organization is based, data privacy and how to demonstrate accountability must be top of mind. OpenText™ Privacy Management delivers comprehensive privacy management capabilities underpinned by information governance.
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OpenText™ Banking Industry Solutions
High customer expectations, ever-evolving regulations, increasing security threats and demanding operational imperatives are among today’s Banking industry challenges. See how Banking solutions from OpenText™ help enhance customer engagements, gain actionable insights and maintain security and compliance to address these.
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OpenText™ Core Content Management: Agile, secure, AI-powered content management in the cloud
OpenText™ Core Content Management is a Software as a Service (SaaS) content management platform that integrates into critical business applications including SAP S/4HANA, Salesforce, Microsoft 365 and Google Workspace to help organizations maximize employee productivity, accelerate business processes, and enhance governance. Watch this short video to see how intelligent cloud content management plus a genAI assistant can help you say goodbye to content chaos and get instant access to all your information from one easy-to-use interface.
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OpenText™ in Insurance
As the insurance industry undergoes disruption, carriers should prioritize building customer relationships, experiences and engagements that last.
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Optimize experiences for all with OpenText™ Total Experience
Silos and miscommunication between departments create frustrating experiences that hurt customer loyalty. Watch this video to see how OpenText™ Total Experience places information at the center of every journey to empower and provide employees and customers with engaging experiences, personalized communications, smarter support, and an overall positive experience.
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Overview of OpenText™ STP Financial Hub
OpenText™ Straight Through Processing (STP) for financial services helps to automate key business flows in securities, funds and cash processing and allows teams to focus on exceptions and high-risk transactions. This short video provides an overview of OpenText™ STP Financial Hub, providing an introduction to the portal environment and the benefits that can be obtained from managing financial transactions through this environment.
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Personalize and optimize the entire customer lifecycle
See how OpenText™ CEM helps marketing teams attract and retain banking customers while growing their brand. Extensible, unified applications, tools and capabilities provide hyper-personalized experiences at every touchpoint and insights from every interaction to create and orchestrate exceptional experiences resulting in greater customer satisfaction, loyalty and advocacy.
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Simplifying the Business to Bank Integration Process
This video highlights the benefits that can be achieved from seamlessly integrating a business to its banking partners. OpenText™ offers integrated payments solutions that help companies streamline their payments processes and provide support for many different payment methods. Watch this video to learn how your business can significantly modernize your business to bank integrations and accelerate payments across your digital ecosystem.
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The Power of the Challenger Mindset
Change is occurring faster than ever, requiring Financial Services institutions to embrace a whole new mindset to remain competitive. Organizations with a challenger mindset use insights, data and innovation to deliver services in ways that were never imagined before, according to Jim Marous, co-publisher of the Financial Brand. Watch this exclusive OpenText-sponsored video to find out more about how a challenger mindset improves the customer experience and an organization’s success.
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Transform banking with Total Experience
Change has never happened this fast and it will never move this slowly again. Nowhere is this truer than banking. Consumers want a financial services GPS: proactive guidance on the shortest way to reach their goals. Watch this video to see how to go beyond transactions to build deeper relationships with customers and employees with Total Experience
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Use Case - Customer onboarding for Financial Services (OpenText Total Experience for FSI)
A Customer onboards through a self-service portal to submit necessary documents and information, which are automatically captured and processed using AI to accelerate the customer onboarding process in a secure and simplified way.
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Insights from RSA Insurance Group: Navigating the Complexities of Performance Testing
Come dive into the exciting world of performance engineering with us! As industries evolve and applications become more complex by the day, the need for efficient performance testing is greater than ever. But fear not! We've got the perfect solution to simplify and streamline testing. Join us for a lively discussion with Donald Stewart, senior performance engineer and head of performance testing at RSA Insurance Group, and David McLeish, product manager for OpenText™ LoadRunner™.
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Ensuring Resilience in Financial Services with DevOps
Outages are no longer just technical issues—they’re business-critical crises. The recent CrowdStrike incident proved just how devastating downtime can be, impacting banks, airlines, hospitals, and beyond. Today, financial institutions worldwide are facing similar disruptions, eroding customer trust and loyalty. The stakes? 30% of banking customers will abandon their bank due to technical glitches. With 73% of customers relying on online banking monthly and 47% using mobile banking weekly, financial institutions cannot afford downtime.
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Why trust is the most important word in financial services
The future of financial services hinges on striking a delicate balance between innovation and responsibility. Organizations must find a way to elevate customer experiences, improve efficiency, and enhance decision-making, without putting customer data at risk.Join our webinar, Why trust is the most important word in financial services, featuring Monica Hovsepian, OpenText head of financial services industry and a member of the Forbes Finance Council, to help your organization get started on its path toward responsible AI implementation.
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OpenText Summit - Financial Services 2024 Sessions
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OpenText DevSecOps for Financial Services, a faster, safer, and smarter way to deliver software
Financial Services face increasing pressure to innovate quickly, while protecting sensitive customer data from evolving digital threats. FSIs need a safe, reliable way to produce quality applications quickly to meet the demands of customers, while remaining secure and compliant. See how OpenText DevSecOps provides an end-to-end approach that integrates AI automation and security across the software development lifecycle, providing a strategic advantage while safeguarding customer trust.
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Use Case - Relationship Manager reviews customer information (OpenText Total Experience for FSI)
A Financial Services Relationship Manager analyzes trade event prospectuses received via email, leveraging AI insights directly within Salesforce. AI also applies records management in real time as documents are being added. This enables faster, data-driven recommendations to clients, enhancing efficiencies and offering real-time actionable insights.
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Use Case - Call Center Agent helps Customer with loan inquiry (OpenText Total Experience for FSI)
A Financial Services Call Center Customer Service Agent provides a thorough explanation for a loan rejection during a live call using AI to help provide a 360-degree view of customer information. By leveraging real-time data and insights, the agent can address the customer's concerns accurately and empathetically.
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Insurance Adjustor generates a claim communication (OpenText Total Experience for FSI)
An Insurance Adjustor composes and sends a customer letter directly from Salesforce, utilizing AI to enhance the text and elevate the readability of the template, as well as enhances the process by refining the letter’s text for clarity, professionalism, and empathy, all while ensuring compliance with regulatory standards.
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Power smarter, trusted transformation in financial services with OpenText
Learn how intelligent cloud content management drives faster, trusted, and flexible financial services.