Pegasystems Inc. · NASDAQ:PEGA
Pegasystems — PEGA Community Forum 2023
10 slides from Pegasystems's conference presentation, Nov 9, 2023
Slide 1: Community Forum: Client Centric Workflows in Financial Services
Breakout | Customer Service Community Forum The benefit of Client Centric workflows in Financial Services – KYC optimization as driver for an improved client satisfaction and strengthened AFC capabilities
Slide 2: The Benefit of Client-Centric Workflows in Financial Services
The Benefit of Client-Centric Workflows in Financial Services KYC optimization as driver for an improved client satisfaction and strengthened AFC capabilities PEGA Community Forum 2023 November 9, 2023 Dr. Burkhard Eisele Partner FS Consulting – Financial Crime, Compliance & Conduct
Slide 3: Banking clients and banks have distinctive expectations in a digital world
In a digital world, banking clients and banks as organizations have distinctive expectations how a banking relationship should look like Banking Clients‘ Expectations Banks‘ Expectations • Simplicity • Efficiency • Clarity • Process security and reliability • Convenience via preferred • Compliance w
Slide 4: Banks' expectations specified for the KYC process in client onboarding
The more general banks’ expectation can be further specified for the KYC process as part of the Client Onboarding – Banks’ Expectations The KYC process during client onboarding is a critical process for financial institutions – to limit compliance risk and to follow various regulatory requirements B
Slide 5: Banking clients' expectations specified for the KYC process in client onboarding
Similarly, the banking clients’ expectation can be further specified for the KYC process as part of the Client Onboarding – Banking Clients’ Expectations For banking clients, the disclosure of personal information during onboarding is a necessary evil – therefore, clients wish to run through this pr
Slide 6: A workflow based E2E platform allows banks to customize their processes
A workflow based E2E platform allows banks and their business users to customize their proces-ses and jobs based on their specific needs Benefits from workflow based Workflow based E2E Platform - Layers E2E platforms • Customization capability through low code Integration of • User-friendly interfac
Slide 7: Enhancing KYC Workflow Efficiency and Elevating Customer Satisfaction
Enhancing KYC Workflow Efficiency and Elevating Customer Satisfaction through automated and integrated KYC process Exemplary Workflow based E2E Platform - Layers KYC specific benefits External/internal Solutions/applications 3rd party services/ Integration of data sources from external providers out
Slide 8: Workflow based E2E platforms increase AFC capability and client satisfaction
Through workflow based E2E platforms, an increased AFC capability in banks as well as an improved client satisfaction can be achieved Client satisfaction through positive client Process optimization through E2E workflows journeys Structured approach that enhances pro- Adapting processes to enable a
Slide 9: Contact
Contact Dr. Burkhard Eisele Partner FS Consulting Financial Crime, Compliance & Conduct Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft Mergenthalerallee 3 - 5 65760 Eschborn/Frankfurt am Main Phone: +49 160 939 20331 Email: Burkhard.Eisele@de.ey.com Slide 9 EY - PEGA Community Forum 2023
Slide 10: EY | Building a better working world
EY | Building a better working world In this presentation, “EY” and “we” refer to all German member firms of Ernst & Young Global Limited. Each EYG member firm is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. EY exists