Our teams focus on business efficiency to deliver elevated customer experiences
We solve customers' business problems and technology challenges
Our services are high quality and cost effective
We deliver results
Large Bank: Repositioned to meet customer demands in a competitive cash management & payments market
Revealed detailed insights through due diligence about the operational and technological barriers to achieving the business objectives. The high priority business objectives for this competitive cash management and payment services market were to meet customer demands for tailored offerings through multiple distribution channels, efficiently. The executive team was empowered in this complex business, to take tactical actions as well as put strategic plans in motion to address pain points.
54% of Barriers Analyzed related to Operational & Cost Pain Points
Large Bank: Dramatically increased straight-through processing
Redesigned the payment processes in wealth management to improve accuracy and speed up resolution. The new design ensured appropriate fees are charged every time to optimize revenue. And accelerated exceptions investigations and reduced risk. Implemented Pega's Smart Investigate capabilities along with customization to automatically parse SWIFT messages, create cases, integrate data retrieval, use rules-based issue resolution, and automate communications. Led the development team through a complex effort involving the implementation of Pega’s Smart Investigate and the customization required to integrate with SWIFT messages.
Improved Accuracy and Faster Resolution of Exceptions & Issues
Large Bank: Unlocked the power of Pega by expertly laying the ground work and building team momentum
Delivered control and transparency into payment investigations while automating day-to-day processing activities. Implemented Pega’s Smart Investigate for Payments overseeing project activities. Employed simultaneous labs for different business domains including FX, Wire Transfers. Well regarded as approachable and a powerful leader in mobilizing the team to results. Functioned as the resident expert to establish ECS which is well known for being difficult and important to the overall success. ECS serves as a foundation as well as a critical link between business and technology understanding. Using a hands-on approach, delivered the requirements, design/implementation documents, ECS (enterprise class structure), and implementation (configuration). Skillfully provided hands on guidance to the team on using the DCO (Direct Capture of Objectives) tool effectively.