Client onboarding in banking is complex. It involves collecting, reviewing, and managing a wide range of documents. Compliance is critical. So is speed. But traditional content systems weren’t built for today’s pace.
That’s where generative AI (GenAI) comes in.
From static repositories to intelligent workflows
Most banks already use content management systems. But these systems often act as passive storage. They don’t help users find what they need. They don’t guide decisions. And they don’t adapt to changing compliance needs.
AI content management changes that.
With OpenText™ Core Content Management, which includes OpenText Content Aviator, banks turn static content into dynamic intelligence. Banks use GenAI to understand, summarize, and act on content in real time—supporting operational excellence across onboarding teams.
Meet your AI content assistant
Imagine a client onboarding KYC specialist handling dozens of new accounts a week. Instead of digging through folders, they ask:
“Do we have all KYC documents for John M. Reyes?”
The AI content assistant responds instantly: “Yes. ID, utility bill, and proof of income are complete. All documents are compliant. Would you like to sync with the CRM?”
This isn’t just automation. It’s intelligent assistance. The assistant understands context, tracks document status, and suggests next steps. It helps banks streamline business operations management.
Real business impact
Banks that use AI content management for operational excellence report:
- Faster onboarding: AI reduces time spent searching and reviewing documents.
- Higher compliance: The assistant flags missing or outdated files before they become issues.
- Better productivity: Staff focus on decisions, not document wrangling.
According to a 2025 Temenos survey, 81% of banks are increasing investment in AI to modernize operations and accelerate digital transformation in banking.[1]
Seamless, secure, scalable
The OpenText Core Content Management platform integrates with core banking systems, CRMs, and compliance tools. It ensures that content is not only accessible but also actionable. And it does so securely, at scale to support the demands of modern digital banking.
The bottom line
Client onboarding doesn’t have to be a bottleneck in business operations. With AI content management and a smart AI content assistant, banks can onboard clients faster, stay compliant, and deliver better service.
OpenText Core Content and Content Aviator make it possible.
Ready to see how?
AI operational excellence for banking
Banking knowledge reimagined for consistent, trustworthy customer experiences
Drive digital banking success[1] Temenos and Hanover Research, Temenos survey reveals banks doubling down on technology modernization to drive customer experience, May 22, 2025.
