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.