Corporate and Investment Banking

Differentiate Your Brand with Customer-Centric Service

Pega's Customers Speak
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The Challenge: With worldwide economic uncertainty, commercial banks face more competition while institutional capital markets clients are shifting business to providers they can trust. These challenges make it more important than ever to deliver the ideal client experience – at a cost that benefits your business.

With Pega, every interaction becomes an opportunity to strengthen the relationship with your clients while optimizing your operations to deliver outstanding service at the lowest possible cost. Uniquely, Pega leverages a real-time, 360-view of each client, sophisticated case management to automate and control processes from end-to-end, and rules-driven processes that automatically apply the right regulations to dynamically manage each interaction based on the client, situation, channel, line of business and jurisdictional compliance requirements.

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With Pega, commercial banks can deliver more personalized, consistent service and greater transparency while driving down the cost of customer interactions.  Learn more about Pega’s commercial banking solutions for:

  • On-Boarding, Account Management, KYC and Electronic Bank Account Management (EBAM) – Pega’s flexible, intelligent automation streamlines complex corporate on-boarding processes from point of sale to back-office fulfillment, reducing overall cycle time from weeks to days, enhancing visibility into client accounts and improving compliance.
  • Customer Relationship Management for Treasury, Securities and Transaction Banking – Pega offers a comprehensive solution to improve corporate relationships and servicing efficiency, including a relationship manager’s desktop to serve clients in real time, end-to-end case management and advanced Web self-service that empowers corporate clients to initiate and view inquiries, requests and reports.
  • Payments Exceptions and Investigations – Pega connects the front and back office to automate exceptions and investigations from end-to-end, providing a customer centric-view across products, dynamically guiding investigations to successful resolution across channels and reducing risk.

Customer Success

 

Innovative Technology Drives Customer Success and Cost Reduction at JPMorgan Chase

Hear from Lester Owens, Managing Director and Global Head of Treasury Services Operations, how JPMorgan Chase has leveraged Pega to implement a global operating model for enhancing the client experience while driving efficiencies, reducing operational risk and reacting rapidly to market and regulatory changes.

 

HSBC Delivers Outstanding Client Experiences with Better Self-Service Worldwide

Greg Toyn, Global Programme Management, HSBC discusses how the bank has implemented Pega's Web self-service capabilities as part of its successful Global Payments Investigations (GPI) project to deliver best-in-class service, reduce operational costs and eliminate inconsistencies and redundancies.

 

Client-Focused Exceptions and Investigations Service at Standard Chartered Bank

Using Pega solutions for exceptions and investigations that provide quick-start, pre-defined best practices, Standard Chartered Bank has empowered clients with the ability to perform their own exceptions research, initiate and track investigations.

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Pega enables global custodians, institutional brokers, investment banks and securities service providers to deliver greater transparency and more personalized service and while enhancing compliance and cost efficiency. Learn more about Pega’s institutional capital markets solutions for:

  • KYC, Client Onboarding and Account Opening – Pega offers a complete solution that delivers intelligent process automation to substantially reduce overall cycle times and enhance visibility into client accounts combined with dynamic application of the right regulation at the right time to ensure compliance.  
  • Customer Relationship Management – Pega offers solutions to improve institutional client relationships and servicing efficiency, including a relationship manager’s desktop to serve clients in real time, end-to-end case management and advanced Web self-service that empowers institutional clients to initiate and view inquiries, requests and reports.
  • Securities Exceptions and Investigations – Pega connects the front and back office to automate securities exceptions and investigations from end-to-end, providing a client-centric view across accounts, dynamically guiding investigations to successful resolution across channels and reducing risk.

Customer Success

 

How J.P.Morgan Worldwide Securities Services improved customer on-boarding process using PRPC

J.P.Morgan WSS was dealing with a largely manual process for the customer on-boarding lifecycle (from point of sale to customer go-live; inclusive of accounts, products, billing and entitlements setup and maintenance), and were looking for a solution which would reduce turnaround times for customers and improve visibility into current status. Richard Chung, Vice President at JP Morgan delves into a case study of how they leveraged Pega to help automate and streamline the process leading to significantly increased revenue recognition, reduced turnaround times, improved process transparency resulting in increased customer satisfaction while simultaneously reducing operational costs.

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Adi Bachar-Reske, Industry Director — Commercial Banking

Adi has gained a strong international banking background while living and working in Israel, London and now Boston for companies like Misys and Surecomp. She leads the commercial banking segment at Pega and successfully defined and took to market solutions for client on-boarding, payments exceptions, CRM for Transaction Banking and SWIFT solutions like EBAM.

Additional Resources

 

Tony Young, Industry Principal — Capital Markets

For more than 20 years, Tony has provided strategy and IT solutions consulting to the world's leading Global Custodians, Wealth Advisors, Brokers, Investment Managers, Retirement Servicers and Capital Markets institutions. As the Industry Principal for Capital Markets, Tony drives Pega's vision and solutions across the securities and investments industry. Before joining Pega, Tony served as the Corporate Strategy Director for Eagle Investment Systems (a Bank of New York Mellon subsidiary). Over a 15-year career with Accenture's global financial services practice, Tony advised clients on business strategy and delivered projects for process redesign, application development and IT program management.