How a Leading Investment Firm Saved 17 Man-Hours Daily Through Automated Case Handling
The Story So Far
The financial institution’s Straight Through Processing (STP) system worked well for routine investigations but struggled with complex cases involving multiple outcomes and manual steps. As such cases grew more frequent, the gap between efficiency goals and system capabilities widened. To bridge this gap, the firm enhanced its STP framework with a robust automated investigation platform, streamlining workflows, reducing risks, and achieving measurable gains in speed and accuracy through intelligent process automation.
What Got in the Way
Manual Fund Decisions
Slow Cash Movements
Process Inefficiencies
The EvonSys Approach
EvonSys helped the investment firm modernize its investigations process with Pega Smart Investigate. The solution automated critical steps, reducing manual effort, minimizing errors, and enabling a smooth transition to faster turnaround times and measurable efficiency gains.
How the Story Changed
Higher Capacity
Approx 347 Cases Handled Daily
Greater Efficiency
17.3 Hours Saved Each Day
Fewer Errors
Standardized Processes Cut Miscalculations
Solutions to grow your business
Automated Investigation Platform with Pega Smart Investigate | EvonSys Case Study
The financial institution’s Straight Through Processing (STP) system worked well for routine investigations but struggled with complex cases involving multiple outcomes and manual steps. As such cases grew more frequent, the gap between efficiency goals and system capabilities widened. To bridge this gap, the firm enhanced its STP framework with a robust automated investigation platform, streamlining workflows, reducing risks, and achieving measurable gains in speed and accuracy through intelligent process automation.
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