Case Study: Large International Financial Institution achieves rapid digitization and streamlined remote approvals with PMG

Company Says Goodbye to Legacy Workflows, Hello to Modern, Remote Work Processes

Large International Financial Institution’s New York branch faced a sudden need to replace manual, paper-based approval workflows when COVID-19 forced staff to work remotely. Email-based approvals were slow, hard to trace and inadequate for auditing, so the branch sought a secure, cost-effective low-code/no-code process-orchestration solution and selected PMG’s low-code development platform to standardize and digitize its processes.

PMG implemented the PMG Platform and completed the first iteration within four months, onboarding about 200 branch employees; digitization has already improved roughly 50 processes, restored clear audit trails for compliance, and enabled fully remote approvals. The bank reports faster, more traceable workflows, high user adoption due to an intuitive interface, strong, ongoing vendor partnership with PMG, and plans to expand integrations and usage across more processes over the next several years.