Selected Solutions

image, email solutions
EMC Documentum Solutions for Banking
Solutions for retail and commercial banking, lending/mortgage, securities, brokerage and credit card services organizations.

Recorded Events

Learn more about the solutions for Financial Service Institutions by viewing one or more of our ongoing series of recorded webinars delivered by executives from EMC and our Partners:


  • EMC in Financial Services
    Abstract: Looking for ways to increase your competitive advantage? Step one: Orient your company to meet demanding customer service. In a diverse and competitive financial services market, customers have high expectations for innovation, convenience, and on-demand self-service. But customer service isn't the only business driver: huge transaction volumes, heightened compliance requirements, and high security demands also put enormous pressure on financial services companies. This webinar recording provides an overview of 3 key areas where EMC and its partners are providing critical solutions to help reduce operational costs, meet regulatory compliance, and engage customers with service and information personalized to their needs.
    * Automate and accelerate the new account enrollment process, cut costs at every step, and provide a positive customer experience
    * Lower operational costs by automating processes, scanning and routing content electronically, and managing records to comply with government and industry regulations
    * Present statements electronically to enable customer self-service via websites, reduce costs and risks, and enable archiving of bank statements, ATM transactions, and trade confirmations


  • Streamline and Optimize New Account Opening
    Abstract: When it comes to the opening of an account for a new customer there is a lot at stake. A new customer’s experience in the first 90 days drives whether they will add additional banking services or discontinue their account altogether. An effective enrollment process can provide a positive customer experience that sets the stage for cross selling of new and existing customers. Simultaneously, a more streamlined system will improve customer communications, increase organizational productivity and decrease the high costs of customer acquisition. Learn more about how to streamline and optimize the process by listening to this webcast.


  • Accelerating the Loan Process: Leading Analyst Shares His Views and Recommendations
    Abstract: Listen as Tower Group analyst Craig Focardi discusses key challenges and the role of content management in loan origination and post-loan servicing, as well as the ways that content management can streamline and reduce the costs of these processes. Then watch Crown Partners demonstrate their content management system for mortgage and consumer lending origination and servicing.


  • Using Business Content Automation to Accelerate the Lending Process
    Abstract: Learn about a turn-key solution for processing higher volumes of loans and improving service levels without increasing operating costs! Crown Partners presents their DIGIFirst solution, a solution that helps scan operators, loan processors, underwriters, operations managers, and loan officers each do their jobs better, working more efficiently and effectively as an organization. You will see how loan packages are received and processed from beginning to end in a real life scenario.


  • Fundamentals of Compliant Statement Archiving and Presentment
    Abstract: Learn what you must do to develop a strategic approach to e-statements. How you create, manage, store, and make statements available for legal purposes can affect your ability to stay in business. EMC has a solution to manage all aspects of your customer communications. During this webcast you'll learn how the solution helps you:
    * Go from paper to e-statements to save a lot of money
    * Take the worry out of compliance and e-discovery with a proactive approach to e-statements
    * Create a strategic archiving approach that spans hardware, software, and services
IDC Campaign Banner
Related Materials