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Category: Financial Services

Banking giant partners with AgreeYa to optimize and modernize ServiceNow ITSM
Banking giant partners with AgreeYa to optimize and modernize ServiceNow ITSM

Our customer, a premier U.S. banking institution, faced mounting IT challenges due to gaps in its existing ServiceNow implementation. An expanding backlog of service requests, unaddressed audit recommendations, and outdated documentation were impacting compliance, system efficiency, and user satisfaction. AgreeYa partnered with the bank to deliver...Read more

Optimizing client accounting with Cogent and Business Central integration for a leading collections law firm
Optimizing client accounting with Cogent and Business Central integration for a leading collections law firm

Our customer, a leading collections law firm specializing in creditor representation, faced growing challenges in managing client accounting through manual, disconnected processes. The absence of integration between Cogent and Microsoft Dynamics 365 Business Central led to inefficiencies, delayed reconciliations, and limited financial visibility. A...Read more

Empowering a leading law firm with Cogent and Managed IT services
Empowering a leading law firm with Cogent and Managed IT services

Our customer, a prominent law firm specializing in consumer debt collection, faced challenges with the outdated IT infrastructure, which hindered full utilization of Cogent’s capabilities, leading to frequent downtimes, delayed onboarding, and security concerns. Through the adoption of Cogent – AgreeYa’s award-winning receivables, col...Read more

Streamlining document management and workflows for enhanced banking efficiency
Streamlining document management and workflows for enhanced banking efficiency

Our customer, a leading bank in UAE, relied on an aging SharePoint 2010-based Document Management System (DMS) to support its core banking operations. However, the outdated system created challenges, including data migration complexities, workflow inefficiencies, and integration hurdles across multiple banking channels. AgreeYa partnered with the b...Read more

Accelerating app migration with test automation excellence
Accelerating app migration with test automation excellence

Our customer, a leading U.S. regional bank with operations spanning over 50 locations, sought to migrate over 60 business-critical applications from its data center to Azure Cloud. However, the reliance on manual smoke and sanity testing created bottlenecks, delaying deployment cycles and increasing operational risks. AgreeYa partnered with the ban...Read more

Simplifying Access Management for a Banking Industry Leader
Simplifying Access Management for a Banking Industry Leader

Our customer, a prominent banking organization operating with a workforce of over 5,000 employees, faced growing challenges in managing access provisioning for its critical business applications. The increasing volume of access requests, a complex application landscape, and outdated documentation strained internal teams, leading to inefficiencies a...Read more

Safeguarding financial institutions against fraudulent activities with advanced solutions
Safeguarding financial institutions against fraudulent activities with advanced solutions

Our customer, a prominent regional bank, sought to modernize its anti-money laundering (AML) system to address the rising threats of financial crimes and fraud. The existing infrastructure lacked advanced capabilities for suspicious activity monitoring, fraud prevention, and regulatory compliance. AgreeYa provided a tailored solution, modernizing t...Read more

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