Improved Customer Engagement

Financial service organisations such as banks, mortgage brokers and insurance companies, today operate in a highly competitive climate, customers have access to more choices, are less likely to be loyal, and have become more demanding.

The challenge facing all financial organisations is how to attract new customers and to closely manage their existing customer relationships, find ways to retain customers, turn unprofitable customers profitable, and improve the cost of acquisition and up-sell to existing account holders.

To improve customer engagement organisations need to closely monitor customer behaviour, develop insights that allow them to target the right customer with the right products, relevant messages and provide compelling offers, at a time when the customer is most open to receiving those messages.

Speed, accessibility and personalisation have become vital.

At Open Text we enable financial service organisations to differentiate themselves in the delivery of their products and services, in a customer centric and compliant manner. The results are reduced operational costs, improved productivity and smarter customer communication.

• Reinforce customer loyalty with personalised messages and correspondence
• Introduce new products and manage changes faster
• Modernise your customer communication with the latest technology
• Enable customer self-service for issue resolution
• Reduce the risk of identity fraud with fewer paper correspondents
• Meet statutory and regulatory compliance for the long term retention of records
• Address corporate social responsibility

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