LEADING US BASED INVESTMENT BANK REDUCES OVER 80% HUMAN EFFORT BY AUTOMATING ITS PROCESSES

CLIENT

SOLUTION

We have been strategic partners with the client, offering Pega Services for 10 years now. Below are some of the solutions we provided to the client that helped automate most of their processes and activities:

• FX1213: Investigation application that helps migrate from legacy systems to a new distributed architecture supported by Smart Investigate framework on PRPC platform.

• AutoConvert: Application offering a scalable solution for managing Fx transaction exceptions. It automates the inquiry and exception management activities across the treasury services for Fx department.

• HeRO (“HR Onboarding”): Application to automate the inefficient, manually intensive process of onboarding new RFS employees, reducing the turnaround time for new hire process.

• Bank Initiated Closure(BIC): Sub-application under the umbrella Customer Fulfillment Workflow(CFW) to track the closure of the account initiated by bank.

• Enterprise Customer Workflow(ECW): A complaint tracking tool built under Treating Customer Fairly(TCF), to log and track complaints, till the closure.

• New Business Initiative for Approval (NBIA): Process that replaces the multiple tactical NBIA tool instances with a single strategic system that supports across five LOBs.

• Workflow application: Centralized web based system, built to onboard counterparties, to approve and manage entities and funds globally within Asset Management LOB.