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.

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.
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.