AI Content Chat (Beta) logo

The Solution OpenText streamlines document-intensive workflows with AI and Securely manage automation, so you can capture, manage, and deliver documents information and documents and data together. This accelerates team productivity, improves customer experiences, and reduces risk by managing all to minimize risks. mission-critical documents in a secure and connected way. The Challenge: A disconnected ECM system can cause document mismanagement and data leaks, which can cost insurers money and damage Boost productivity, their reputation. streamline operations, and The Solution: OpenText helps insurers securely connect and share information automate information flows. with governance and user controls, external The Challenge: Disjointed documents and sharing, digital signatures, and integrations manual data entry can lead to delays, missed with popular applications. opportunities, and poor customer and employee experiences. The Solution: OpenText captures and integrates documents into Salesforce for a complete 360 view of customers, so you can see the whole picture and provide better service. Improve customer experiences at every step of their journey. The Challenge: Inconsistent messaging, One trusted, unscalable customer communications, and scalable document a lack of controls and approval steps can all management solution. hurt your sales and lead to frustration and disappointed customers. The Challenge: Manual document intake is slow The Solution: OpenText can automatically populate documents with Salesforce data and error-prone. Different systems can’t communicate with each other, creating silos that to create personalized and error-free communications. Easy-to-edit templates make it hard to move workflows forward. The Solution: OpenText helps you connect all support complex documents on a large scale, documents to Salesforce and across your entire across customer channels. business with a secure and scalable document solution.

[OpenText - Finserv] - Industry Ebook - Page 2 [OpenText - Finserv] - Industry Ebook Page 1 Page 3