Future of Financial Institutions: Use of Information Management to Turn Clients Into Advocates


Information platforms will be critical to delivering customer experience and driving loyalty

Financial service organizations are in a bind. Customers expect seamless digital experiences. They expect every touchpoint – apps, websites, debit cards, branch visits, communications, and contact centers – to be relevant, integrated, and engaging. They expect every representative to be fully informed on all aspects of their customer's history and services. If one institution fails to deliver, it is easy to switch to another.

To meet the challenge, financial services providers must do more than create great user interfaces. They must replace manual and paper-based processes with digital ones. They must streamline information flows between disparate systems and empower employees with real-time and relevant information – and thus earn trust with every interaction.

Join IDC and OpenText on Tuesday, 25 May, 3-4pm CET to learn how information platforms are central to compelling customer engagements in the digital era. We will cover:

  • How digital has transformed customer expectations in financial services;
  • The role of information management in customer experience;
  • Applying use cases to the digitizing and streamlining of processes;
  • The key to threading disparate digital systems together;
  • How digital information flows empower customer-facing staff.


Event Details

The complete agenda, speakers and other event information can be found on the event's website.

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