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Session: Client-Led

Wells Fargo Streamlines the Estate Settlement Process for its Customers

Date and Location

June 10, 2024, 3:15PM - 4:00PM PDT
Premier Ballroom 317


  • Sangeeta Doss
    Head of Estate Care Center
    Wells Fargo

With an aging Baby Boomer population, an astonishing $70 trillion in assets will change hands over the next 20 years! This moment of truth for banks requires a balance of empathy and efficiency to handle the crucial journey of estate settlement. Learn how Wells Fargo's Estate Care Center (ECC) has harnessed the power of Pega's intelligent automation to support responsible parties and bring simplicity and compliance to the process, all while building trust and loyalty along the way.

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