Process Improvement for Banking &
Financial Services Retail Operations

OpenSpan's user process improvement technology is used to improve the productivity of bank tellers and other customer-facing staff. By automating processes and enhancing user interfaces, banks make their customer-facing staff more efficient, so during every customer interaction they can focus on delivering a higher level of customer care and presenting the customer with customized sales offers, impacting both customer satisfaction and revenue.

OpenSpan works with your existing core banking systems and other enterprise applications, maximizing ROI from your current IT investments. Banks and financial institutions around the world have deployed OpenSpan to:

  • Create a 360° Customer View – by automating access to customer data that resides in multiple systems and presenting it to customer-facing staff in a single unified interface.
  • Streamline Customer On-Boarding – by automating tasks across multiple systems and applications, often reducing cycle time by several days.
  • Improve Sales Performance – by delivering real-time, customized up-sell and cross-sell offers to tellers at the right time, enabling them to dramatically increase sales figures.

Customer Successes

M&I Salesforce Integration using OpenSpan SoftwareVideos to Website by VideoLightBox.com v1.10Video Case Study - M&I Bank using the OpenSpan technologyVideos to Website by VideoLightBox.com v1.10
M&I Salesforce Integration using                                                Video Case Study - M&I Bank using the
OpenSpan Software                                                                          OpenSpan technology

Learn About:

Using OpenSpan in Banking Back Offices

UK Banking "Single Customer View" / Fast Payout Requirement

OpenSpan for Financial Services (A Whitepaper) - Banks and financial institutions face numerous challenges in today's economy, from merger/acquisition pressures and corporate risk mitigation to universal challenges such as shrinking budgets and the... (more)

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Who Uses OpenSpan?


Customers Customers Customers Customers Customers Customers