CCM and ECM for insurance, banking and the public sector

Our work is concentrated where documents and records carry legal, financial and customer weight.

Insurance

Insurers send some of the most complex documents any customer receives, and must keep the records behind them for many years.

Communications

Policy schedules, certificates and wordings
Renewal notices with Consumer Duty clarity
Claims correspondence and broker packs
Multilingual documents for European portfolios

Content & records

Policy and claims files in one place
Retention by product and jurisdiction
Complaint and audit retrieval in minutes
Archive of every document sent

Banking & financial services

Banks and lenders face accessibility, clarity and resilience rules at the same time, across many channels.

Bank statements and a laptop showing a document layout tool

Communications

Statements and annual summaries
Regulatory notices and changes to terms
Arrears and collections letters
Accessible output for EU consumers

Content & records

Customer onboarding and KYC files
Loan and mortgage records
Retention and legal holds
Resilient, documented platforms for DORA and UK operational resilience

Public sector

Councils, agencies and public bodies handle large volumes of citizen correspondence and case records under public records and data protection duties.

Communications

High-volume citizen letters and notices
Accessible formats by default
Welsh and other language versions where required

Content & records

Case files and records management
Retention and disposal with evidence
Secure sharing between departments

OpenText offers its products to UK public bodies through the government G-Cloud framework. That is OpenText's own listing; ask us how we can support your procurement route.

Also

Other sectors

Pensions, utilities and other organisations with regulated, high-volume documents face the same challenges. If you run Exstream or Content Server, we can help.

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