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Financial Services and Insurance Solutions

Drive revenue, Reduce risk, and Deliver superior customer experience

Put customers at the center of business processes and connect information to work. Our solutions help drive revenue growth, improve operational efficiency, and ensure regulatory compliance.

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Banking
OpenText Banking
Solutions

OpenText banking solutions for the retail and commercial market enable you to increase share of wallet, address regulatory and compliance requirements, improve customer satisfaction, speed time to market, and drive down operational cost and risk.

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Insurance
OpenText Insurance
Solutions

OpenText helps carriers to deliver a superior experience for customers, agents, and employees, increase revenue and market share, and improve efficiency while reducing costs and effectively managing regulatory compliance.

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Investment
OpenText Investment Management Solutions

OpenText helps investment firms effectively manage compliance demands without compromising the customer experience. Our solution can help you achieve both while reducing cost, boosting efficiency, and sustaining growth.

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Compliance
OpenText Compliance
Solutions

OpenText helps financial services companies organize, manage, and protect information while automating adherence to regulations such as Dodd-Frank, AML, and SEC and FSA regulations.

OpenText Documentum Financial Services Solution Suite

How we help our customers

Financial Services Customer BMO Harris Bank

Learn how BMO achieved $5M immediate annual savings through application retirement and the same ongoing reduction the years following due to reduced licensing fees, infrastructure and support costs.

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Content Management Services for Industries
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