Discover how EvonSys helped a 200-year-old veteran banking organization transition from an age-old paper-based process to an agile, efficient, sustainable, centralized administration system compliant with regulatory standards. The new system helps streamline banking operations across its numerous branches and eliminates needless visits of end-customers to the bank.

Basic Pega Case Management was leveraged to triage and design the complex structures of the workflows which are built as part of Special Title Account Opening (Trust, Estate, Personal Account Conversion to Trust Account, Representative Payee and Guardian/ Conservator). The entire process for branch bankers and central bankers was implemented in a single system.