Vendor Sheet

OpenText Customer Information Management for Underwriters

OpenText Customer Information Management for Underwriters

Pages 3 Pages

This brief explains how the solution consolidates structured and unstructured data to give underwriters a 360° customer view. It eliminates information silos, accelerates loan decisions, and improves accuracy through GenAI-driven summarization and automated completeness checks. Visuals on pages 1–2 emphasize benefits such as improved compliance, reduced delays, and better collaboration across banking teams. Core components—Content Aviator, Capture, Process Automation, and Information Archive—work together to streamline processes, personalize engagement, and enhance oversight across the lending lifecycle.

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