BANKING

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A growing number of banking customers is all good, but it also means a growing number of transactions for which you have to ensure compliance in documentation. Imagine if you still had to store all these information in paper documents and physically file them away in cabinets. That’s why it is crucial that a robust document management system like Documentum be at the heart of any bank’s digital transformation initiative. Store, index, and retrieve transaction information as required by your customers or by banking regulations – all in a powerful and secure platform.

Today, financial transactions happen 24/7: online shopping, bills payment, fund transfers, loan applications, and more. Customers expect their banks to support their personal and business transactions where and when they need it – without the need to fill out paper forms and stand in line to the branch’s teller. Add to that the rigid regulatory document compliance enforced by the Bangko Sentral ng Pilipinas. And the increased risk that naturally comes with digitization – cyberattack.

Growing and keeping your customers means creating, editing, viewing, and storing their records, ready for search and retrieval whenever it is needed. Imagine if you still had to store all these information in paper documents and physically file them away in cabinets. That’s why it is crucial that a robust document management system like Documentum be at the heart of any bank’s digital transformation initiative.

Documentum covers enterprise content management in banking operations from marketing, onboarding, upsell and cross-sell, recordkeeping, to back-office support – and everything in between. On top of this, you can make sure that you are compliant to BSP-mandated rules on data retention. This enables efficient and secure customer management, leaving you with the time, resources, and energy to deliver great products and services to your customers.

OpenText Documentum is delivered by Infobuilder, an ERP and enterprise content management veteran in the Philippines.

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