GCI PowerTools for Financial Services Organizations

By using GCI PowerTools, organizations operating within the Financial Services sector are able to streamline operations and enhance service delivery. GCI PowerTools with OpenText Content Suite will enable you to automate document processing, deliver regulated document workflows and reports, and migrate and archive content in a scalable manner.

Data Sheet

Managing Regulated Documents

GCI PowerTools enable the configuration of workflows that automate large parts of the regulated document management process. By using GCI PowerTools for Workflow, Financial Services companies have been able to optimize their business processes and remove redundancy within existing workflows. PowerTools for Workflow has enhanced their workflow designs, introducing time-saving elements such as escalations, auto-completion, enhanced delegation, and informational notification emails.

Controlling the Document Process

With GCI PowerTools, Financial Services companies are able to support production automation, flow, sharing and digital signing of documents of all types, including technical, marketing, commercial and legal, all within the regulated Content Suite environment. With PowerTools for Documents, Financial Services companies can merge documents of several formats, build standardized content, authorize them to flow into your extended enterprise, and associate them with business workflows. Via this process Financial Services companies are combining the integration of Content Suite metadata into Word or PDF documents, merging mixed-formats documents, applying conditional & unconditional watermarks, converting documents from one format to another, and digitally signing Word or PDF documents with a choice of third-party digital signature products.

Data Sheet

Data Sheet

Optimizing Regulatory and Management Reporting

Many Financial Services organizations use GCI PowerTools for Reports & Views to create reporting dashboards to support regulatory and management functions. These provide staff, management, and regulatory authorities with visibility into the status and history of regulated processes. Links within the dashboards provide their users with direct access to workflows, their attachments and audit history. Using PowerTools for Reports & Views users have also been able to incorporate multiple data sources; providing insights into processes right across their business.

Migrating from Development, to QA, to Production

Using GCI PowerTools for Deployments, Financial Services companies have been able to establish simple and highly automated methods for moving Content Suite content and applications from Development, to QA, and then to their Production environments. The migration processes typically include objects such as workflow maps and reports, as well as content like documents and forms. By using a reliable, automated process powered by PowerTools, these companies have been able to substantially reduce the time taken to implement changes from days to a matter of hours.

Data Sheet

Data Sheet

Archiving Information Out of the System

GCI PowerTools for Archiving has provided Financial Services companies with a way to safely archive completed workflows and audit events. Using PowerTools, historical information is safely extracted, optimized and placed back into the repository in an unmodifiable format. Once archived, Content Suite’s records management tools are used to apply corporate disposition policies that ensure potential legal liabilities are eliminated while remaining in compliance.