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Accelerate your Client Onboarding Process with Automation

Published at: September 7, 2020
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

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