Eaton Vance
Eaton Vance Increases Account Openings by 24 Percent with OpenText
Providing significant efficiencies while enabling compliance
Driven by OpenText Documentum, the new system has quickly become the lifeline of our key business units. Our partnership with OpenText has been incredibly valuable in helping us understand business requirements and deploying applications that will deliver maximum results.
Challenge
Manual processes for capturing and accessing new account paperwork were resource intensive, inefficient, error-prone, and made it difficult to meet regulatory obligations
Product(s)
- OpenText Documentum
- OpenText Documentum Retention Policy Services
- OpenText Documentum xCP
- OpenText Intelligent Capture
Value
• Increased the number of new account openings by 24 percent
• Decreased new account opening time by 26 percent
• Reduced errors needing quality control by 28 percent
About Eaton Vance
Eaton Vance is a leading global asset manager whose history dates to 1924. With offices in North America, Europe, Asia and Australia, Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. For more information, visit: www.eatonvance.com