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BlueShore Financial

BlueShore Financial delivers tailored client communications with OpenText Exstream

BlueShore Financial logo

OpenText Exstream supports business growth and delivers consistent branding

OpenText Exstream creates clear, meaningful communications, so people understand them. This reduces expensive call inquiries from confused clients. High-quality documents get people’s full attention and deliver our messages more effectively.

Fred Cook, Chief Information Officer, Blueshore Financial


  • Outdated banking system lacked flexibility
  • Business wanted to align statements more closely with its goal of expert financial advice
  • Risk of business disruption with changing systems



  • Creates, manages and delivers documents via a single platform, generating more than 28,000 statement files in 30 minutes
  • Creates e-brochures and on-demand print materials in-branch, supporting a planned change in channel alignment
  • Produces professional looking communications that support marketing promotions and ensures consistent branding

About BlueShore Financial

The strategy of Canada’s BlueShore Financial is to offer carefully tailored financial solutions. By deploying OpenText Exstream™,  in-branch documents are now created with a consistent brand to satisfy different clients’ needs, and support changes in channel alignments. Ultimately, it provides the bank with a competitive edge.