Morgan Stanley

• Demonstrating BPM and Pega interoperability within the enterprise ecosystem.
• Supporting account opening processes.
• Employee-facing work management modernization.

Independence Blue Cross

• Establishing best practices and enabling staff.
• Delivering payment automation and straight through processing.

Financial Services

Transforming the payment and approval process, with business-friendly roll out across the organization.

Performance and Call Center

• Performance improvements and design review.
• Cheque Processing(Smart Adjust framework) implementation and payment processing.
• State of the art cross-technology Call center implementation (CPM).

Wealth and Visa and Core Banking Call Center

• Transformational initiatives in the Wealth Management operations and support areas.
• Visa and Telephone Banking Call Center multi-national desktop applications.
• Account Opening across channels and territories.
• Center of Excellence and best practices, common components, and enterprise reuse strategy.

Foreign Exchange

Call center solution for foreign exchange operations and 360 degree desktop view of the customer.

Business Innovation and Strategy

Leading an organizational transformation with BPM technology, enabling the Centers of Excellence(led by IT) along with the Business Innovation and Agility Centers (led by the Business).

Cheque Payment Exceptions and Investigations

Backoffice cheque processing automation and large-scale data storage, leveraging financial services PRPC frameworks.

Account Opening Cross Sell and Exceptions Management

CIBC is transforming how it is doing business, using the latest Pega technologies in the front and back office to streamline effectiveness and modernize its platforms.