Category: Financial Services

Delivering a Modern Workplace Solution to Transform Collaboration and Processes
Delivering a Modern Workplace Solution to Transform Collaboration and Processes

A leading credit union, known for its comprehensive financial services, struggled with an outdated SharePoint on-premises Intranet. The legacy system hindered collaboration and operational efficiency, with scattered Nintex forms and workflows complicating processes and delaying outcomes. The dispersed on-premises data further impeded productivity,...Read more

Empowering a Leading Bank with Enhanced Payment Processing Features
Empowering a Leading Bank with Enhanced Payment Processing Features

A prominent regional bank faced challenges with its outdated payment processing platform, which caused inefficiencies, delays, and a lack of real-time transaction capabilities. Seeking to align with evolving industry demands and maintain customer trust, the bank partnered with AgreeYa for a comprehensive platform modernization. AgreeYa leveraged it...Read more

Delivering an Innovative Fintech Product to Streamline Debt Payoffs
Delivering an Innovative Fintech Product to Streamline Debt Payoffs

A prominent fintech organization recognized the need for a modern debt management solution to enhance customer satisfaction in the ever-evolving financial landscape. Its vision was to offer subscribers a comprehensive debt reduction platform but lacked the technological infrastructure to do so effectively. AgreeYa collaborated closely with the cust...Read more

Empowering a FinTech Major with Revolutionary Banking Insights
Empowering a FinTech Major with Revolutionary Banking Insights

Our customer is a leading Dutch financial technology (FinTech) organization renowned for its innovative solutions. As the organization’s financial product user base swelled, banks and financial institutions encountered hurdles in accessing precise client information from the source database. This impediment hindered their ability to offer per...Read more

A Banking Giant Reduced 72% of Regression Testing Time with a Modular and Unified Test Automation Solution
A Banking Giant Reduced 72% of Regression Testing Time with a Modular and Unified Test Automation Solution

Headquartered in Phoenix, Arizona, our customer stands as a prominent U.S. regional bank renowned for its specialized financial solutions and personalized banking experiences. Prior to engaging AgreeYa, the bank grappled with manual regression testing processes, consuming significant time and leading to errors post-upgrades. Facing the imperative t...Read more

AgreeYa Helps Optimize, Customize and Modernize IT Service Management System
AgreeYa Helps Optimize, Customize and Modernize IT Service Management System

Based in Phoenix, Arizona, our customer is a leading banking corporation offering a wide range of banking services. The organization faced various IT service management challenges. The IT department, responsible for handling numerous service requests, encountered inefficiencies with the existing ServiceNow application in managing tickets effectivel...Read more

Ensuring Success with Enterprise Data Warehouse Initiative by Performing Rigorous ETL Testing
Ensuring Success with Enterprise Data Warehouse Initiative by Performing Rigorous ETL Testing

As a leading multinational bank with branches scattered throughout the nation, our customer leveraged a suite of applications to conduct several operations in multiple departments. However, the segregated data posed a challenge for the banking organization as they could not utilize the information readily. Stakeholders identified the risks posed by...Read more

Enhancing Productivity, Saving Costs and Ensuring Secure Work from Anywhere with VDI Upgrade
Enhancing Productivity, Saving Costs and Ensuring Secure Work from Anywhere with VDI Upgrade

Headquartered in Phoenix, our customer is a leading banking organization. The organization leverages a Citrix-based virtual desktop infrastructure (VDI) to ensure more than 5,000 employees across this vast organization can securely access their desktops and other resources from anywhere. However, the IT team faced various issues with the existing C...Read more

A Leading Credit Union Optimizes its IT Infrastructure with AgreeYa's Microsoft 365 Assessment
A Leading Credit Union Optimizes its IT Infrastructure with AgreeYa's Microsoft 365 Assessment

Our customer is a leading credit union providing financial products and banking services. The credit union was leveraging SharePoint 2016 Intranet to ensure seamless collaboration and communication among its teams spread across three locations. However, the business users faced various issues with the usability of the existing Intranet. User experi...Read more

AgreeYa helps a Banking Giant Transform AML and IT Management
AgreeYa helps a Banking Giant Transform AML and IT Management

Our customer is one of the world’s largest providers of private banking services, with a global presence spanning over 90 countries. The organization encountered critical compliance issues and deficiencies in their anti-money laundering (AML) transaction surveillance system, which posed the threat of heavy fines and necessitated immediate rem...Read more