Financial Services

OpenSpan for Banking and Financial Services

Banks and financial institutions face numerous challenges in today’s economic environment. Contact center, back office and brick and mortar branch banking environments are tasked with driving new levels of performance when it comes to revenue and operational goals. OpenSpan empowers your organization to maximize your two biggest investments – People and Technology – by understanding and optimizing how agents, knowledge workers and branch employees interact with applications on the desktop.

OpenSpan Desktop Automation™ and Desktop Analytics™ solutions can help your banking and financial services organization optimize performance across your contact center, back office and brick and mortar branch banking environments by providing the ability to:


  • Manage risk and ensure compliance to regulatory standards and internal processes.
  • Deliver world-class customer service.
  • Increase revenue generation.
  • Control operational costs.

OpenSpan is deployed in hundreds of banking and financial services locations across the globe, optimizing millions of transactions and saving billions of dollars.

How Can OpenSpan Help Banking and Financial Services Organizations?

Using OpenSpan solutions, you have the ability to increase performance and drive operational efficiencies within the contact center, back office and brick and mortar branch banking environments. OpenSpan delivers the ability to streamline worker activities and processes, while increasing accuracy and maintaining compliance to regulatory and internal procedures. Banking and financial services companies can rapidly implement process and technology changes based on actionable intelligence and data-driven analytics using OpenSpan.

Here are a few examples of how OpenSpan can optimize performance in banking and financial services organizations:

  • Leverage process automation to reduce handle time and improve first contact resolution.
  • Successfully collect debts.
  • Reduce risk and avoid unnecessary costs associated with non–compliance and penalties.


With OpenSpan, M&I Bank increased user productivity, ensured compliance and delivered better customer

Read the M&I Story >>

M&I Collections - Improving the Collections Process

Learn About Improving Collections >>


Who Uses OpenSpan?

Customers Customers Customers Customers Customers

Process Improvement Software

Process improvement software is created and perfected to increase productivity and improve the overall business and workflow processes. Process improvement software combines business processes, user processes, six sigma and workflow management technology to achieve increased productivity, a better end user experience and ultimately, satisfied customers, increased revenue and reduction in costs. Process improvement software is built to help companies identify and streamline their processes for optimal efficiency.

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Process Improvement Technology Discover, Measure & Improve. Learn more about OpenSpan's user process improvement technology.
Enterprise Risk Management Software Reduce risk, detect fraud and ensure compliance with OpenSpan's ability to monitor user activity, audit application interactions and automate user processes.
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Process Improvement Case Studies Learn how other companies use OpenSpan to impact the bottom line.
Enterprise Application Integration OpenSpan's software easily integrates Enterprise, CRM, custom built and legacy systems
User Process Automation OpenSpan Desktop Automation is the flagship of OpenSpan's User Process Improvement technology portfolio and provides the functionality to improve the use of the many applications running on your users' desktops.
Process Improvement Videos View OpenSpan's product demos and learn how user process improvement through automation can help your business succeed.
Continuous Improvement Find out how to increase user productivity and improve the overall user experience and customer experience.
User Process Improvement Software Visit the OpenSpan community to tap into our knowledge base, training, and discussions.
Process Improvement Webinars Continuous Improvement for Banking, Insurance & Call Centers, Lean Six Sigma, CRM Optimization and so many more. View one today.
Process Improvement Consulting We offer maintenance, consulting and training services for customers and partners.
AICPA SOC2 LOGOService Organization Controls (SOC) 2 – Reports on Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality and Privacy. An independent, certified public accountant has examined OpenSpan, Inc.’s system of controls to meet the pre-defined criteria for Security, Availability, Confidentiality and Privacy set forth in TSP section 100, Trust Services Principles, Criteria, and Illustrations for Security, Availability, Processing Integrity, Confidentiality, and Privacy, in accordance with AT Section 101, Attest Engagements, of SSAEs (AICPA, Professional Standards).