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?


  • Craig Le CLair
    Vice President, Forrester

  • Ron Wellman
    Director, Commercial Banking Solutions, Pegasystems


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