Pegaworld 2016: The Ameriprise Journey to Creating an Exceptional Client Experience (Presentation)
For over 120 years, Ameriprise Financial has been helping people feel confident about their financial future. Earning client trust requires exceptional client experiences, so Ameriprise chose Pega to implement eWorkflow, a single application to serve over 10,000 advisors and their clients. From service associates on phones in the contact center to back office fulfillment, eWorkflow positions Ameriprise for seamless service automation and improved client and advisor satisfaction, reducing resolution times and providing greater visibility into status. Come see a real-world view of the journey from the trenches, where pain points and trade-offs provide lessons learned and pragmatic suggestions for how to improve delivery on your Pega implementation.