How a Fortune 500 Bank Cut Onboarding Errors by 70% and Saved $4M Annually on Subscription Costs

The Story So Far

A U.S.-based Fortune 500 bank faced operational challenges caused by an outdated account-opening tool that slowed onboarding and created inefficiencies for both customers and staff. Delays and manual workarounds have risked undermining customer experience and increasing compliance pressure.

To overcome these challenges, the client set out to modernize the customer onboarding process using a Pega-powered banking solution that could deliver speed, accuracy, and consistency at scale.

Pega-powered onboarding solution by EvonSys

What Got in the Way

$4M in Annual Subscription Fees

Error-prone Onboarding System

Brittle and Protracted Batch Cycles

The EvonSys Approach

From Legacy System to Real-Time Account Onboarding

EvonSys helped the bank modernize onboarding with a scalable low-code solution that introduced guided workflows to ensure accuracy in account setup. Using intent-driven processes and simplified queries, the approach reduced errors and gave staff clearer paths for handling complex configurations.

To accelerate onboarding, the solution enabled real-time account creation, removing the delays of batch processing and allowing customers to open and activate accounts instantly.

How the Story Changed 

$4M Saved Annually

through Legacy System Modernization

70% Drop in Processing Errors

by Improving Accuracy in Product Setting

30% Increase in User Experience

through Seamless Customer Onboarding

Solutions to grow your business

Achieve Unparalleled Time-To-Value

  • Rapidly deliver applications that the business needs.
  • Facilitate faster decision making among cross-functional teams working in tandem.

Reinvent Development

  • Stay Agile and respond quickly to evolving business and customer needs.

Build More at Scale

  • Design solutions that are easy to scale on cloud-native architecture.
  • Create a variety of solutions ranging from process automation apps to mission-critical systems modernization without incurring high costs.

Legacy System Modernization in Banking | EvonSys Case Study

A U.S.-based Fortune 500 bank faced operational challenges caused by an outdated account-opening tool that slowed onboarding and created inefficiencies for both customers and staff. Delays and manual workarounds have risked undermining customer experience and increasing compliance pressure.

To overcome these challenges, the client set out to modernize the customer onboarding process using a Pega-powered banking solution that could deliver speed, accuracy, and consistency at scale.

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