Skip to main content

Revolutionize sales and origination with streamlined automation, creating a seamless client-centric experience

The Client

The client is one of Canada's leading banking and financial services organization, providing commercial, personal, wealth management and small business financial solutions.

Business Challenges

  • Client had a manual process in place and a wide variety of disparate tools and systems, which were not integrated and did not support their sales and origination activities.
  • The current sales and origination processes were product focused and offered a fragmented view of the client.
  • Products, forms and processes were largely designed for single product sales, resulting in duplication and manual entry of information.
  • Current systems resulted in an inability to understand and address clients’ total needs and hampered the ability to effectively cross-sell


Coforge Solution

Coforge business analysis and business consulting services built a Pegasystems SmartBPM® based platform on top of Pega NBAA, NBB & SCM frameworks.

  • It automated the process of product sales and origination by integrating with all disparate systems.
  • It enabled the bank to intelligently cross-sell other products.



  • Complete automation of product sales and origination process with a customer-centric, useful, fast and friendly process that enables frontlines to increase client satisfaction, retention and product penetration.
  • Improved efficiency and enhanced client experience by having to capture client information once and feeding it to multiple product systems, thereby eliminating multiple entries of the same/similar data.
  • Digitization of all documentation thus reducing flow of paper and follow-ups for missing documentation as a result of improved workflow.
  • Automated the propagation of data to adjudication systems so that products that do not need manual adjudicators’ approval could be fulfilled without any manual hand-offs.
  • A task-based UI that enhances client experience by delivering streamlined needs based advisory process.
Let’s engage