• Client Onboarding, Business Agility | Sales Automation

    IHS Markit: Easing KYC for Thousands of Banks

    To power kyc.com, Markit and Genpact decided to use Pega 7 Case Management and CRM to manage the creation and maintenance of its KYC and FATCA profiles. This has resulted in speed to market when incorporating new jurisdictions, financial institutions, and end customers.

  • Customer Acquisition, Sales Effectiveness | Sales Automation

    OCBC:顧客口座に関する新しい基準の設定

    OCBCがどのように顧客のオンボーディングプロセスを合理化し、顧客満足度を高め、オポチュニティーをアップセルしたかがわかります。

  • Client Onboarding | Sales Automation

    サントラスト・バンクスオンライン顧客オンボーディングが400%成長

    ぺガを使うことで、たった8ヶ月の実装期間内に、サントラストのオンライン新規口座開設操作は効率が良くなり、利益が向上し、素晴らしい顧客オンボーディングエクスペリエンスを提供できるようになりました。

  • Customer Acquisition, Sales Effectiveness | Sales Automation

    OCBC:顧客口座に関する新しい基準の設定

    OCBCがどのように顧客のオンボーディングプロセスを合理化し、顧客満足度を高め、オポチュニティーをアップセルしたかがわかります。

  • Sales Automation

    Bank of New York Mellon

    The Bank of New York Mellon Corporation (BNY Mellon), incorporated on February 9, 2007, is an investments company.

  • Customer Service, Operational Excellence | Sales Automation

    BB&T

    Building on a tradition of excellence in community banking that stretches back to 1872, BB&T continues to offer clients a complete range of financial services including banking, lending, insurance, trust, and wealth management solutions. We invite you to learn more about us, our company, and our philosophy.

  • Customer Service, Operational Excellence | Sales Automation

    BB&T

    Building on a tradition of excellence in community banking that stretches back to 1872, BB&T continues to offer clients a complete range of financial services including banking, lending, insurance, trust, and wealth management solutions. We invite you to learn more about us, our company, and our philosophy.