Take business operations management in banking to the next level
Generative AI helps banks reimagine their data to deliver consistent, trustworthy customer experiences
IDC analyst brief
Empowering Banking Employees for Customer and Operational Excellence
Complex banking operations shouldn’t hold back your employees or your customers
Customer insight
Get a 360-degree view
Memorable customer service starts with a better understanding of the customer. AI-powered content management unifies all relevant customer data, driving insights and allowing employees to better anticipate customer needs.
Knowledge
Make better decisions
The more informed employees are, the stronger banking operations can be. GenAI grants easier data access and summarization so staff have all the information they need to reduce risk and reinforce customer trust.
Integration
Break down data silos
Increasingly diverse banking portfolios mean customer data is scattered across the organization. Boost business operations management by integrating content management with systems like CRMs.
Security
Protect sensitive customer data
Ensure employees have access to relevant customer information—while maintaining it in a secure and compliant way across its lifecycle. A SaaS content management tool with GenAI lets staff handle customer data with care.
Investing in GenAI pays dividends: Digital banking success stories
This will help to improve customer satisfaction and provide enhanced convenience to customers who are increasingly requesting self-service insurance transactions.
Frequently asked questions
AI operational excellence means using artificial intelligence to make banking operations faster, smarter, and more efficient. It connects data across the business, automates repetitive tasks, and gives employees real-time insights, driving quicker services, fewer errors, and stronger compliance. The result is consistent, high-quality experiences that build customer trust and loyalty.
Achieve operational excellence with AI-driven content management.
AI transforms business operations management by reducing complexity and speeding up decision-making. Instead of relying on manual, repetitive processes, banks can use AI to streamline workflows and improve accuracy. For example, they can:
- Automate document handling so employees spend less time searching for information and more time on high value engagements.
- Summarize customer data instantly, helping staff respond quickly and accurately.
- Comply with regulatory requirements using real-time tracking.
With AI, banks can streamline onboarding, loan approvals, and service requests. Explore the benefits of an AI content assistant.
Digital transformation in banking is essential because customers expect fast, personalized, and secure services. Legacy systems slow banks down and increase costs. By adopting cloud-based SaaS solutions and AI-driven tools, banks can:
- Deliver seamless experiences across all channels.
- Reduce operational risk and improve compliance.
- Scale services without adding complexity.
Check out our IDC analyst brief for strategies to accelerate transformation.
AI powers digital banking by making processes faster, smarter, and safer. It goes beyond simple automation to deliver predictive insights and personalized experiences. With SaaS, AI-powered content management, banks can:
- Increase productivity by streamlining access to information.
- Predict customer needs and enable proactive service.
- Speed up complex tasks like mortgage processing by summarizing documents in seconds.
See how cloud content management helps banks deliver secure, AI-driven digital experiences.
Banks often struggle with operational inefficiencies that impact customer service and profitability. AI can address pain points such as:
- Data silos that make information hard to find.
- Manual compliance tasks that slow operations.
- Rising costs from outdated systems.
By integrating data, automating workflows, and improving security, employees can focus on customers instead of paperwork.
Read the top 5 reasons digital banking operations need AI-powered customer information.
Yes. AI solutions from OpenText are built with security and compliance at the core. They protect sensitive customer information throughout the full records lifecycle—from creation to storage and disposal. Banks can meet strict regulatory standards while improving efficiency.
Learn more about secure customer information management for banking.
AI operational excellence delivers measurable improvements across banking operations. It’s not just about efficiency—it’s about creating better customer and employee experiences and reducing risk. According to Digital Banking Report, banks can expect to:
- Automate up to 80% of routine work.
- Reduce customer inquiry costs by 10x.
- Strengthen fraud detection and prevention.
These improvements lead to better customer experiences and higher profitability. Discover more in our banking solution overview.
