OpenSpan for Banking and Financial Services

Process Improvement in Front and Back Office Environments

Process Improvement in banking and financial services often means simplifying customer servicing processes so that tellers, back office workers and customer contact center agents can complete transactions more quickly and accurately.

Watch our video case studies where executives from M&I Bank discuss how they evaluated, implemented, developed and deployed OpenSpan solutions into their front and back office operations to increase user productivity and save both time and money.

M&I Salesforce Integration using OpenSpan SoftwareVideos to Website by VideoLightBox.com v1.10M&I Salesforce Integration using OpenSpan SoftwareVideos to Website by VideoLightBox.com v1.10M&I Collections - Improving the Collections ProcessVideos to Website by VideoLightBox.com v1.10
        M&I Bank                     Salesforce Integration         Improving Collections

Financial Institutions Employ OpenSpan's User Process Improvement Technology to:

  • Simplify processes--minimizing the number of applications and screens users must access,
  • Automate time-consuming tasks within and across navigation workflows to improve process compliance and productivity, and
  • Provide user guidance inside applications enabling users to perform transactions accurately while complying with corporate and regulatory requirements.

The results? Increased capacity to process more transactions, more timely response to customer servicing requests, decreased staff training costs and increased ROI from existing banking applications. Read more in this whitepaper, OpenSpan for Financial Services.

Maximize Investments in Core Banking Systems

At OpenSpan, utilizing our Desktop Analytics and Desktop Automation software, we help banks define and implement a strategic series of process improvements that deliver rapid financial impact. And because we work within your existing application infrastructure, we help you wring more ROI from your core banking systems.

Extend core banking applications. OpenSpan’s unique technology enables rapid integration of core banking systems with virtually any desktop or legacy application, regardless of where it is deployed (Windows desktop, Web/Cloud, Server-Side or even Virtualized). OpenSpan can even integrate custom-developed applications that contain no APIs or connectors.

Automate workflows between banking suites and other applications. Via a drag-and-drop visual design tool, OpenSpan provides a rapid design environment for automating manual processes within a single application, across your entire banking application suite, or between banking systems and other enterprise applications including CRM, billing, provisioning, communications (e-mail, chat or phone), knowledge management and other applications.

Improve compliance. Hide or display fields to minimize risk through information disclosure based on user role, and better link those fields to application logic.

Minimize risk and fraud. Monitor user activity to detect fraud patterns and send alerts, and minimize risk by preventing users from viewing or altering sensitive customer data. OpenSpan can also keep an audit trail of user activity and report and/or prevent unauthorized user activities.

Enhance user interfaces. OpenSpan provides a flexible environment for optimizing application user interfaces. With OpenSpan you can build new composite applications or application bars that integrate workflow automations into existing web applications or portals. You can also modify user interfaces to legacy applications and enhance the user experience with conditional help and guidance pop-ups.

Identify Business Process Bottlenecks. OpenSpan can help track user activity from within any banking application and report to any database, business intelligence (BI), business activity monitoring (BAM), or other analytical tool.

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