Survey finds that banks can realize significant sales increases and cost reductions by integrating sales automation, onboarding solutions and customer service. Learn more: http://www.pega.com/solutions/by-industry/financial-services/corporate-and-institutional-on-boarding-and-electronic-bank-account-ebam

1. THE IMPORTANCE OF
SEAMLESS Banks Can Realize Significant Sales
Increases & Cost Reductions by Integrating
ONBOARDING Sales Automation, Onboarding Solutions
& Customer Service, Survey Finds
34%
of respondents
MANUALLY RE-KEY DATA BELIEVE THAT THE
MOST SIGNIFICANT
47
from sales into onboarding tools
SHORTCOMING
of their current SFA tools
is that they cannot view
%
ADDITIONAL LABOR EXPENSE
client data in real-time,
nor can they initiate
LOWER SPEED TO TRANSACTING inquiries or customer
requests from it
DATA INTEGRITY ISSUES
8/10 SAID THEY WOULD INCREASE SALES TO
EXISTING CLIENTS BY ABOUT 20% if they had
seamless integration between sales force automation,
onboarding applications and customer service processes
67%
Half the respondents say
seamless integration would
INCREASE CLIENT say little or no
PORTFOLIO BY AT LEAST information about the
20%
CLIENT’S ONBOARDING
OR SERVICE CASES IS VISIBLE
CLICK HERE FOR MORE INFORMATION ABOUT
INTEGRATING YOUR SALES & ONBOARDING EXPERIENCE SHARE HERE
About Pegasystems
Pegasystems revolutionizes how leading organizations optimize customer experience and automate operations. Our patented Build for Change® technology
empowers business people to create and evolve their critical business systems. Pegasystems is the recognized leader in business process management and is
also ranked as a leader in customer relationship management software by leading industry analysts. For more information, please visit us at www.pega.com.
Source: TechValidate Survey on the power of integrating sales force automation tools with treasury onboarding from 3,170 commercial/wholesale banking executives (Oct. 2012).