Accelerate your Client Onboarding Process with Automation

    Often Banking & Financial service organizations face multiple challenges during client onboarding due to isolated systems and unproductive systems. This not only affects their productivity and morale of the employees but also adds to the frustration of the customers who go through these mundane manual tasks. These fragmented processes leave the customers disappointed and end up with huge operational expenses and missed opportunities to cross-sell/up-sell.We as partners of Pega enable such organizations to automate and optimize their new business and account maintenance processes through PEGA’s Know Your Customer (KYC) and Onboarding Solutions.

    What Does Pega KYC and Onboarding Do?

    Pega KYC and Onboarding solutions bring the power of robotic automation to speed client onboarding processes that help in delivering:

    • Best client onboarding experience
    • Reduce the processing time
    • Reduce operational expenses
    • Accelerate time to market
    • Improve revenue for the business
    • Quick response to change

    Global Banks & Financial Institutes Add Value To Their Business With Pega KYC & Onboarding

    Why Choose Us? | Reliable IT Banking

    By joining Pega Robotic Automation within Pega KYC, global banks and financial institutions can automate manual tasks in onboarding and KYC remediation processes to enhance the customer experience.

    Global bank and financial executives reconsider their onboarding, and KYC processes, which are identified as the most expensive and time consuming steps banks have to manage. Pega KYC & Onboarding can streamline and coordinate these end-to-end processes from client adoption, new product, and right onboarding, and KYC, to legal, fulfillment, and offboarding on a single solution.

    The good news is that now Pega KYC provides more productivity improvements with Pega Robotic Automation by offloading high-volume, low-complexity onboarding, and KYC tasks that affect banks and financial industries. For the very first time, banks can perform these tasks more efficiently and quickly to ensure speedy delivery and minimum time to transact with unified robotic automation capabilities.

    Pega KYC & Onboarding – Ease The Workload Of Global Banks & Financial Service Providers:

    Leveraging Pega and Blockchain to Support the KYC Process - RIBUS GROUP

    Here are the top reasons how Pega KYC & Onboarding helping global banks and financial service institutes in easing their workload:

    • Minimize time to market and eliminate manual data entry failures in large-scale KYC remediation projects
    • Streamline user tasks from front to back office
    • Cut costs by an additional 20 to 50% by combining robotic automation with Pega Client Lifecycle Management optimized target operating model

    Final Words

    Pega onboarding, KYC, and CRM are built on the Pega 7 platform, which gives business-friendly tools to make application development 8x quicker than traditional coding. Pega operates in the cloud or your centers to keep your system updated. It is the only solution that offers the scalability required for full client lifecycle management.

    Crochet Technologies

    Crochet Technologies is a Global IT Solution & Service company that automates complex business processes and helps in building a strong relationship with customers with the silver partnership of Pega. Crochtech provides end-to-end businesses from Insurance, Financial services providers to Government. With Crochet’s deep business acumen, world-class project delivery, and leadership capabilities and our Pega partnership, you can advance with KYC & onboarding services.

    To keep in touch, follow us on our LinkedIn Page.

    For any business requirements reach us directly on sales@crochetech.com

Comments

Post a Comment

Popular posts from this blog

Appian Robotic Process Automation (RPA)- The Choice Of Intelligent Enterprises

Image
In this fast-paced time, automation becomes the first priority for organizations to enhance revenue and reduce complexities in business processes. Almost every process within a company can boost productivity, though, every business is unique. How many times have you thought, “I wish this task could be automated, but it is too explicit to our company”? Take a deep breath and brace yourself, because Appian Robotic Process Automation (RPA) can give you the opportunity to customize your automation. What is Appian Robotic Process Automation? Robotic Process Automation (RPA) , is the technology that provides the ability to configure the software by building rules, rather than codes. RPA can respond to particular triggers and simulate many, if not most, human actions. It can automate any repetitive, time-consuming task without replacing the legacy system that an employee might do manually. This enables employees to use their time on more important tasks., Why is Appian RPA becoming popular a...
Read more

Launching A New Product? We Can Streamline Your Launching Process!

Image
Frequent changes in the banking and financial industries make it challenging to match the pace of the current market. New technology, improved regulation, and the development of digital channels have come together to make an interesting time for banks & financial industries. Introducing new products is now hyper-paced for every financial business and more essential to success than ever. Remaining relevant, maintaining growth and introducing new markets can expand profit potential. If the financial firms want to drive great revenue in the business, they should introduce advanced technologies and feature-enriched products in the market. The process of launching new products is full of challenges.  But now you can implement this process quite smoothly and error free with Appian low code platform for new business and product launch. How Does Appian Help In New Product Launch? The financial institutions can manage the full lifecycle of introducing new banking products and services ...
Read more

Three Pillars of Business Process Management Solutions (BPM)

Image
Business Process Management or BPM software solutions assist organizations in numerous ways. These solutions work as process refinements and automation tools that can streamline the entire business system and come with great customer experience, improved productivity and higher ROI results. BPM Solutions – Connecting People, Processes and Technologies Modern BPM drives digital transformation and keeps up with the latest trends of social, mobile and cloud-focused businesses. Pillar 1 – People Employee-customer relations underpin just about every aspect of business success. Keeping customers satisfied and engaged has become an essential competitive differentiator between today’s businesses. And undoubtedly people are the center of these relationships. This is what you can achieve with BPM solutions as it helps in connecting people, processes and technologies. BPM Software Capabilities: Build process capabilities into apps Incorporate task management functionality into operations Provide...
Read more