Engagement to Insight!July 10–12 | Metro Toronto Convention Centre, Toronto, Canada

These sessions are designed to:

• Optimize your deployments and maximize the value from your investment.

• Deliver tips, tricks and best practices to master your implementation.

• Offer plans and strategies to take back to the office.

• Supply you with tools to plan and prepare for what is next for your deployment.

• Provide one-on-one time with OpenText professionals.

OpenText is bringing a record number of product engineers and technical services professionals to meet with, educate and assist you.

Did you know?

Don’t miss this opportunity!

Map your path to get the full experience!

Enterprise World 2018 features 15 dynamic breakout sessions for Financial Services and Insurance to help you gain the most value from your implementation.

Engagement to Insight!

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Enterprise World 2018 sessions relevant to you:

FSS-100 Financial Services and Insurance industry user group Tuesday, July 10, 4:10 pm-5:00 pmThis user group breakout session focuses on the Financial Services and Insurance Industry customer community. The discussions will be related to the use of OpenText applications, desired improvements to the applications and any other related topics. Users will be able to provide their own five-minute presentation to other users or simply raise a topic for discussion within the group and share best practices. The main idea for this session is for all users to gain value from other users’ experience with various OpenText solutions.

FSS-101 The role of artificial intelligence in Financial Services Wednesday, July 11, 1:00 pm-1:50 pmArtificial intelligence (AI) is here. How can you take advantage of it in Financial Services and Insurance? Learn about best practices and what others in the industry are doing. Opportunities to reduce costs, eliminate manual processes, improve customer satisfaction and automate compliance are just a sample of the benefits of AI.

FSS-102 Go digital! Customer experience as a differentiator Wednesday, July 11, 2:00 pm-2:50 pmIt is all about the customer, now more than ever. How do you reach and satisfy millennials? How can portals help? Is the voice of the customer as important as web measurement and metrics? Analytics is important and so are personalization and targeted marketing in an omni-channel environment. All of this will play a key role for your organization’s success in the future.

CEM-115 Case study: Royal Bank of Canada (RBC) delivers superior engagement with TeamSite and LiveSite Wednesday, July 11, 4:10 pm-5:00 pmFind out how TeamSite is used at RBC, one of Canada's top banks, to both acquire customers and engage existing customers at two separate business units within the organization.

BNX-100 A look ahead: How IoT, AI and blockchain will shape the intelligent business network Tuesday, July 10, 1:00 pm-1:50 pmDigital disruption affects all industries, including their supply chains. The need to deliver real-time insights, just in time manufacturing, cross-channel fulfilment and customer-centric products and services, while complying with a growing list of regulations—all in a secure manner—are just some of the supply chain challenges organizations face. To embrace these demands and do business at the speed of digital, organizations must become more agile and dynamic. This session will explore how OpenText is powering the future intelligent business network today, with innovations in IOT, supply chain analytics and AI, blockchain and more. Attend this session to learn how your supply chain can move from a cost center focused on operational efficiency to a center of excellence that drives new sources of value and innovation.

DIS-103 Financial contract analysis with Perceptiv Wednesday, July 11, 2:00 pm-2:50 pmOpenText took its advanced analytics and built a purpose-driven application for trading banks to capture key contract terms and analyze collateral optimization. Join this session to see how customers are using Perceptiv to capture, extract and organize more than 200 fields in 500,000 derivative contracts.

CEM-128 How Allstate, Aviva and Anthem use Exstream to address customer demands for digital delivery Thursday July 12, 3:10 pm-4:00 pmThis session is designed for business users to hear how three Exstream insurance customers are using CCM technology to deliver digital, personalized communications such as policies, correspondence and indemnity cards to create better customer engagement and drive customer loyalty.

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CEM-124 The art of building an insurance and banking onboarding eForms application with IFA Wednesday, July 11, 3:10 pm-4:00 pmIn this session, you can get a first-hand look at how quickly our customers can deploy an onboarding data collection eForms application in the Financial Services sector.

BNX-118 How Ford transformed its treasury management process with B2B integration Thursday July 12, 3:10 pm-4:00 pmAs companies seek to improve cash flow, consolidate their bank relationships, increase straight through processing and reduce bank fees and costs, treasurers are undertaking strategic digital transformations of their financial, IT and business operations. Part of that transformation should include an examination of whether their network connectivity is hampering the process. This session, presented by Ford Motor Company's Kermala Dudley (treasury supervisor) and Georgiana McVicar (senior manager for Ford Treasury IT) will discuss Ford’s transformation through a partnership with OpenText Business Network. The session will discuss how Ford sped up connectivity with their banks and achieved higher Straight Through Processing (STP) rates and better cash visibility across their global banking system.The session will also review the challenges of corporate to bank integration and the solutions that OpenText can provide. This session is designed for the Financial Services or Corporate Treasury business user and supporting IT staff.

CEM-110 Meeting both customer and regulatory demands at TD Bank Group with Exstream Thursday July 12, 9:00 am-9:50 amThis session will showcase how OpenText Exstream was brought into TD's credit card division for electronic real-time disclosure presentation and printed collateral and document content review to meet both customer and regulatory demands.

ECM-109 Customer panel: Assessing privacy requirements in a modern world Wednesday, July 11, 3:10 pm-4:00 pmIn an increasingly digital world without borders, stringent regulations such as the EU’s GDPR and similar privacy acts in other jurisdictions are focusing the spotlight on the management of personally identifiable information (PII). Predictably, information professionals are finding themselves at the epicenter of defining their organization’s PII strategy. Join this interactive session for a wide-ranging discussion of situational aspects, challenges and best practices and to explore how to incorporate data protection by design and default when managing information.

BNX-107 Extend your IT resources and offload complexity with OpenText RightFax Managed Services Wednesday, July 11, 3:10 pm-4:00 pmWhether you are looking to modernize faxing, improve the reliability and stability of your digital fax solution or to get tighter integrations to ERP, CRM, DM, EMRs or any enterprise application for better process automation, RightFax Managed Services provides the complete, turnkey solution to get it done. Join this session to learn how to:

• Leverage the experts from a trusted digital fax solution partner as an extension of your IT resources.

• Free up internal resources to focus on core business objectives and other strategic priorities.

• Eliminate on-premises fax server complexity and hardware/software costs.

• Improve fax-dependent workflows and integrations with the enterprise apps that run your business.

• Scale to meet changing business needs.

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BPM-202 Best practices in case management Wednesday, July 11, 4:10 pm-5:00 pmCompanies increasingly need to build case management solutions quickly and more easily in order to optimize business activities. At its core, case management connects content to critical business processes, enabling employees to influence the direction of a process and act on content in the context of each step. Join this session to learn best practices for building effective case management applications. Topics will include speeding time to value with our case management accelerator and orchestrating complex processes with a low-code development platform. We will also discuss assembling different OpenText products into case management solutions that can be quickly extended to meet changing market needs. This session has been designed for business users and technical users.

CEM-112 Communications (CCM) and Content (DAM) for better customer experiences Wednesday, July 11, 4:10 pm-5:00 pmDesigned for business users, this session will explore why many Customer Communications Management (CCM) customers are implementing digital asset management (DAM) in order to easily include images and rich media that are relevant to recipients for hyper-personalized communications, resulting in even more memorable communications.

ANX-201 API soup: Analytics Suite and Magellan APIs demystified Wednesday, July 11, 5:10 pm-6:00 pmHave you ever "hit the wall" with analytics features and needed to extend beyond out-of-the-box functionality? Do you have requirements to embed analytics tightly to your applications? OpenText Analytics Suite and OpenText Magellan are built “API-first.” This means our graphical interfaces use our own APIs and we, in turn, expose these APIs to you, enabling an extremely granular level of control over analytics features and functionality that you integrate into your apps. Through a lecture and live demos, this session will dive deep into OpenText Analytics APIs that allow for powerful customization and tight integration with your applications, at any level (from an interactive chart on a web page to an embedded predictive process).

Want more? Ask the experts! Visit the Enterprise Expo, where you can meet one-on-one with Financial Services and Insurance subject matter experts for demonstrations, Q&A, best practices discussions and to learn more about Release 16.

Want a hands-on deep dive? Join the OpenText crew in our Innovation Lab, where visitors have the opportunity to evaluate innovative new designs and collaborate with OpenText user experience designers and researchers.

Join our engineering team at the OpenText Developer Lab to learn how to build applications in beginner and advanced sessions.

Learn and network with OpenText experts and partners at the OpenText Enterprise Expo.

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Visit www.opentext.com/ew2018 for more information. Don’t miss out.