Case Study: Large Universal Bank achieves end-to-end client lifecycle management and reduces service and compliance costs with Pegasystems

Large Universal Bank - Customer Case Study

A large French multinational universal bank needed to replace its siloed, manual onboarding and customer service platforms amid rising platform costs, weak personalization, inconsistent local compliance, and limited IT agility. The bank launched a global transformation to move to end-to-end client lifecycle management and a shared Agile delivery platform to improve client experience and operational efficiency.

Pega provided a holistic, Agile client-lifecycle and work-optimization platform, validated by proofs of concept and aligned with the bank’s digital strategy. The solution went live in nine countries for 200+ users in three months, delivering reduced cost of service and compliance, greater transparency and customer centricity, and a roadmap to extend the platform across business and commercial lines.