Automated customer onboarding for a top-tier direct bank

Thanks to a new Pega-based platform from Everlo Reply, a top-tier direct bank now benefits from faster responses, a lower error rate and increased efficiency.

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CX and regulatory requirements

There is no second chance to make a first impression - this also applies to banks. That's why smooth online onboarding of new customers is essential for financial institutions in our digital world. Registration, identification and verification should not only work smoothly, but also be as convenient as possible. This is the only way banks can convince their customers of their own service and retain them in the long term. At the same time, banks also have to comply with numerous regulatory requirements during onboarding. To take all of this into account and provide a convincing customer experience, a top-tier bank commissioned Everlo Reply to develop a new online onboarding process.

Automated processes

Today, the top-tier bank benefits from fully automated online onboarding for new customers thanks to the support of Everlo Reply. The new process ensures timely feedback to customers and reduces the workload of the bank's employees. The system only forwards particularly complex cases for review. This simultaneously increases efficiency and speed and guarantees quality.

This is made possible by an advanced platform that the experts have implemented based on Pega 8.8 and Pega Cosmos. Some front-end elements are also displayed in other internal applications based on Pega's UI framework Constellation via mash-up.

A sucess in every detail

The new onboarding process offers numerous advantages:

The automation and efficiency of the onboarding process has led to increased customer satisfaction. Customers experience a smooth and user-friendly registration process, which has had a positive impact on the overall experience.

The automation of processes has contributed to a significant acceleration of the onboarding process. Customers receive the desired products much faster.

Consistent automation improves process accuracy and minimizes the risk of errors. This helps to free up employees at the crucial points.

Everlo Reply

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Everlo Reply is the low-code/no-code specialist within the Reply Group. Everlo Reply focuses on developing and implementing customized solutions based on the Pega platform. The company thus enables its customers to quickly and cost-effectively create complex applications that form an important basis for efficient and agile business processes. The solutions benefit from the extensive experience of the experts, the clear focus on customer requirements and the Reply Group's broad network.