Webinar

Forrester Study: Global Client Onboarding Trends and Challenges

Pegasystems sponsored a global survey with Forrester to determine what the major challenges are for banks who are looking to create a "one bank" client centric onboarding experience. This webcast explores:

  • Where are the greatest challenges: sales handoff, KYC/Due Dilligence, Credit Origination Processing, Treasury Management Onboarding, or other service enrollments?
  • What technology solutions do firms think offer the best way forward?
  • Is digitization coming to corporate bank onboarding processes? Is there hope for Esign?

Presenters:

  • Craig Le CLair
    Vice President, Forrester

  • Ron Wellman
    Director, Commercial Banking Solutions, Pegasystems

Tags

Related Resources

PegaWorld 2018

PegaWorld 2018

Keynote Replays

Hear how remarkable brands are leveraging Pega technology to transform their business.

Pega Infinity

Pega Infinity™

We’ve brought together customer engagement and digital process automation in one unified portfolio, powered by our visionary no-code platform.