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The Importance of Seamless Treasury Onboarding Infographic

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Survey finds that banks can realize significant sales increases and cost reductions by integrating sales automation, onboarding solutions and customer service. …

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

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  • 1. THE IMPORTANCE OFSEAMLESS Banks Can Realize Significant Sales Increases & Cost Reductions by IntegratingONBOARDING 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 VISIBLECLICK HERE FOR MORE INFORMATION ABOUTINTEGRATING YOUR SALES & ONBOARDING EXPERIENCE SHARE HEREAbout PegasystemsPegasystems revolutionizes how leading organizations optimize customer experience and automate operations. Our patented Build for Change® technologyempowers business people to create and evolve their critical business systems. Pegasystems is the recognized leader in business process management and isalso 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).