Centralizing Account Opening Processes to Drive Operational Consistency Across Branches

The Story So Far

A renowned banking institution with over two centuries of global presence was facing mounting inefficiencies due to its paper-based account opening process. Its consumer division struggled with manual workflows, fragmented visibility, and complex compliance requirements, prompting the client to adopt Pega Case Management.

Special Title Account Automation with Pega

What Got in the Way

Delayed Customer Service

Revenue Leakage from MLP 1/2/n Accounts

Compliance Pressures

The EvonSys Approach

Centralized Digital System to Simplify Account Opening

EvonSys collaborated with the bank to develop a Special Title Account Onboarding (STAO) tool using Pega PRPC, integrating automation throughout the account opening process. Leveraging case management and workflow automation, the platform streamlined operations, standardized processes across branches, and minimized manual effort. The solution strengthened compliance, enhanced visibility, and improved customer experience.

How the Story Changed

Improved Operational Efficiency

Centralized System Offered Real-time Data Visibility

Revenue Recovery

By Addressing MLP 1/2/n Inefficiencies

Sustainable Compliance

Automated KYC Validations and Standardized Workflows

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.

EvonSys Case Study | Special Title Account Automation with Pega

A renowned banking institution with over two centuries of global presence was facing mounting inefficiencies due to its paper-based account opening process. Its consumer division struggled with manual workflows, fragmented visibility, and complex compliance requirements, prompting the client to adopt Pega Case Management.

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