Retail Account Opening

The retail deposit business is fiercely competitive and despite efforts to acquire new business, customers are lost even as they are knocking on the door. Far too often, account opening processes involve complex forms and lengthy wait times that frustrate customers and translate to high rates of abandonment and churn.

To be successful, financial institutions need to:

• Minimize application processing times
• Provide consistent and high-quality interactions uniformly over the web, branch, and contact center
• Increase business agility to keep up with evolving business needs

Traditional legacy systems are siloed, inflexible and simply cannot deliver these critical capabilities.

Pegasystems' Retail Account Opening solution automates and streamlines processes across the enterprise from the point-of-sale through to the back office, minimizing processing times. End-to-end case management ensures high quality experiences across all channels. And Build for Change™ technology delivers business agility, making it easy to roll out new products and services or make changes to existing ones.