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Customer centric onboarding with PEGA for Buy side and Sell side firms

In a survey conducted earlier this year, Forrester found 98 percent of financial organizations believe they’ve lost deals and revenue from poor customer service during client onboarding, and many reported a significant loss of new business for the same reasons. Join our business leaders, Sunil Tufchi and Subhasis Bandyopadhyay, to understand how you can leverage your Pega ecosystem and simplify the onboarding experience, streamline collaboration among employees, collect relevant documents and ensure compliance.

Key takeaways:

  • Learn the POWER TWEAKS that your organization can do to simlify and enhance Customer Centric Onboarding experience
  • Discover how you can better engage your customers and users through today's fast-growing MOBILE AND SOCIAL CHANNELS
  • Understand how Pega’s rules driven platform can help you ACHIEVE REGULATORY COMPLIANCE including FATCA, EMIR, Dodd-Frank, MiFID, AML and FINRA

Register for the Webinar

About Speakers

Subhasis Bandyopadhyay

Subhasis Bandyopadhyay

Mindtree, GENERAL MANAGER, Capital Markets

Subhasis has spent over 20 years in global Capital Markets and IT with strong customer management exposure in both Buy side and Sell side landscape of capital market domain. He has comprehensive exposure to operations, technology & product management in front through back office processes & capital market products and well equipped with industry standard methodologies and the regulatory environment in the Investment Management & Banking space. He is instrumental in setting up GRC (Governance Risk and Compliance) practice within Capital Market COE and built up solutions in Dodd Frank. EMIR, FATCA, Basel III, MiFid II and AIFMD and engaged in offering services as strategic and process consulting, solution development and roll out for leading customers in US, UK, Europe and APAC.

Sunil Tufchi

Sunil Tufchi

Mindtree, GENERAL MANAGER, EAI-BPM

Sunil has 17+ years of experience in the IT Services industry, and is currently heading multiple product practices with EAI-BPM Service line at Mindtree Ltd. Sunil drives domain led solution building across Industry Groups in the areas of EAI/BPM, especially in BFSI. He brings in rich experience in Capital Markets space where he has worked with leading customers like Reuters Japan, Lehman Brothers, Deutsche Bank, HSBC , Powershares etc. across multiple geographies.