Commercial On-boarding and Electronic Bank Account Management (EBAM)
Cut the Cost of Delivering Client-Focused Onboarding Experiences
Delivering efficient, client-focused on-boarding requires eliminating manual, paper-based processes. And that's exactly what Pega does with intelligent automation that helps you offer an outstanding experience while cutting the time required to open new accounts from weeks and months to hours and days. Pega integrates process and rules into a single platform for customer on-boarding that provides workflow automation, rules-driven decision making, intent-driven user interfaces and the ability to easily integrate and orchestrate back-end and third-party systems.
Eliminate paper-based fulfillment
End-to-end work automation and seamless integration to legacy back-office and siloed third-party systems streamline account and product setup, correspondence generation and user provisioning to substantially reduce time and costs.
Gain Complete Visibility and Control
Comprehensive case management, granular sub-case information, visual dashboards and extensive reporting provide visibility into every account opening task and activity to manage workloads more effectively. In addition, dynamic rules automate parallel or sequential task execution, enforce escalation and facilitate automated approvals, denials and reviews
Deliver a consistent multi-channel experience
Built-in support for SWIFT EBAM, Web, phone, email, mobile and fax channels give you the ability to deliver a tailored onboarding experience via clients' preferred access method.
Achieve greater compliance
Pega's integrated platform for managing KYC due diligence regulations combines with dynamic processes that support specialization by client, situation, line of business, product, country and jurisdiction to automate compliance while providing the agility needed for rapid adaptation to new risk regulations.
Achieve faster time-to- market
Pre-built framework components based on industry best practices and Pega's Build for Change® technology that directly captures business goals as intelligent processes without any coding, accelerate the time to deploy solutions for multi-channel, multi-product account opening, originations, EBAM and on-boarding.
NEW: IDC MarketScape: North America Treasury Onboarding 2012 Vendor Assessments
The Importance of Seamless Treasury Onboarding Infographic
Discover how J.P. Morgan Worldwide Securities Services leveraged Pega to replace its manual process for on-boarding in order to reduce turnaround time and improve visibility into current status across the on-boarding lifecycle (from point of sale to customer go-live; inclusive of accounts, products, billing and entitlements setup and maintenance.) With Pega, JPMorgan Chase WSS has significantly increased revenue recognition, cut turnaround time and increased customer satisfaction while simultaneously reducing operational costs. (view: video/presentation)