The Importance of Seamless Treasury Onboarding Infographic

•

1 like•1,566 views

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

Business

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).

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The Importance of Seamless Treasury Onboarding Infographic

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).

The Importance of Seamless Treasury Onboarding Infographic

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The Importance of Seamless Treasury Onboarding Infographic