Case Management
Our Case Management practice transforms rigid, sequential workflows into adaptive, goal-driven case management that reduces handling time by 40-60% and operational costs by 50%. We help organizations across Financial Services, Insurance, Healthcare, and Government implement Pega’s dynamic case management platform to handle complex cases—from loan origination and claims processing to compliance investigations and citizen services. Our solutions enable parallel processing across multiple work streams, intelligent task assignment based on skills and workload, and real-time milestone tracking while providing case workers with 360-degree views, contextual guidance, and next-best-action recommendations.
As a trusted partner, we deliver case management solutions that balance flexibility with consistency through adaptive workflows that handle exceptions without breaking processes. Our implementations integrate seamlessly with CRM systems, ERP platforms, document management systems, and external APIs while providing SLA management with automatic escalation, skills-based routing, and predictive resolution using AI. We enable organizations to achieve 30% improvement in first-call resolution, complete audit trails for compliance confidence, and enhanced satisfaction for both customers and employees—turning complex case handling from a bottleneck into a competitive advantage.
Client Lifecycle Management
Our CLM practice transforms fragmented, manual onboarding processes into unified, AI-driven client journeys that reduce onboarding time by 70% and costs by 60%. We help financial institutions orchestrate entity onboarding, regulatory KYC and due diligence, credit risk assessment, and product fulfillment through Pega’s platform—enabling parallel processing across sales, compliance, and operations teams with omnichannel experiences that adapt dynamically based on client type, risk profile, and jurisdiction. Our implementations achieve up to 80% straight-through processing while improving Net Promoter Scores by 25-40 points.
As a trusted partner, we deliver end-to-end solutions across Corporate & Investment Banking, Retail & Commercial Banking, and Private Banking & Wealth Management segments. Our CLM implementations integrate seamlessly with KYC utilities, screening providers, credit bureaus, and core banking systems while maintaining compliance with AML/CTF, FATCA, MiFID II, and global regulations. We enable financial institutions to onboard clients in hours instead of weeks, collect due diligence once and reuse across products and jurisdictions, and maintain complete audit trails—turning complex multi-jurisdictional onboarding from a bottleneck into a competitive advantage.
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