Category: Financial Services

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

Modernizing Wire Payment Workflows for a Leading Bank
Modernizing Wire Payment Workflows for a Leading Bank

Based in Arizona, our customer is a leading banking organization. The organization wanted to increase wire transfer volumes by providing clients with multiple channels for transferring data while maintaining exceptionally high customer service standards. AgreeYa helped the customer streamline wire payment workflows. Our team harnessed the power of...Read more

Banking, Financial Services, and Insurance (BFSI) Offerings
Banking, Financial Services, and Insurance (BFSI) Offerings

AgreeYa is renowned for its specialized offerings tailored for the BFSI sector. With a steadfast commitment to excellence, AgreeYa excels in optimizing operational workflows, minimizing false positives, and streamlining screening expenditures. Our meticulously curated suite of services, precisely attuned to industry demands, epitomizes efficiency a...Read more

Business Solutions for Credit Unions
Business Solutions for Credit Unions

With an extensive array of automation tools meticulously designed for commercial lending, AgreeYa Solutions is your partner in progress. Profoundly versed in the intricacies of the banking and finance sector, we empower credit unions to streamline servicing operations, elevate credit decision-making processes, and enrich customer experiences, all t...Read more