Category: Financial Services

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

Building a Better Mechanism for Retail Price Optimization Insights with Cloud-based Data Mesh Architecture
Building a Better Mechanism for Retail Price Optimization Insights with Cloud-based Data Mesh Architecture

Our customer is a recognized market leader in retail technology solutions. The customer was facing several challenges that hindered the functioning of its retail price optimization software. These challenges included limitations with managed service, specifically with the data integration tool it was using. The tool lacked support for performant &#...Read more

Streamlining Regression Testing for a Prominent U.S. Regional Bank through Automation
Streamlining Regression Testing for a Prominent U.S. Regional Bank through Automation

Headquartered in Phoenix, Arizona, our customer is one of the nation’s top-performing banking organizations. The organization relied on a suite of applications to support its day-to-day activities. For each application, be it web, desktop, or APIs; testers had to dedicate considerable time and effort to execute periodic regression test cases. The...Read more

Empowering a Fintech Major to Improve Product Quality & Deliver Better Experience
Empowering a Fintech Major to Improve Product Quality & Deliver Better Experience

Our customer is a Fintech major providing global research, analytics, and data management services to Fortune 1000 firms. Its comprehensive product portfolio helps financial organizations increase the effectiveness and efficiency of their core processes. One of its most popular products is a web-based financial spreading automation solution for com...Read more

AgreeYa's Extensive Testing Portfolio Enables a Big Four Ensure Client Satisfaction
AgreeYa's Extensive Testing Portfolio Enables a Big Four Ensure Client Satisfaction

Our customer is one of the big four accounting firms, providing auditing, consulting, tax, IT solutions, and services to clients. The accounting firm was developing a live audio-video chat and virtual meeting platform for one of its clients to provide users an in-store experience while shopping digitally. Before releasing the application pilot to t...Read more

A Global Finance Organization Improves Decision-Making with Better Data Insights
A Global Finance Organization Improves Decision-Making with Better Data Insights

Our customer is a global finance organization that leverages its data and analytics expertise to help businesses resolve their past due debt obligations, empowering them to gain financial well-being. Over time, the organization-wide consumer data had significantly increased, making it difficult for the staff to store, access, and analyze the data i...Read more

AgreeYa’s Comprehensive Managed Service offerings enables a Banking Giant to Optimize its IT Infrastructure
AgreeYa’s Comprehensive Managed Service offerings enables a Banking Giant to Optimize its IT Infrastructure

Our customer is one of the nation’s top-performing banking organizations. It utilized L1 helpdesk support from a third-party provider. However, the engagement failed in meeting the desired goals of swift issue resolutions, prompt employee support, and proactive monitoring. Lack of quality support services created various impediments and impacted...Read more

Banking Major Reimagines its Business Processes with QuickApps
Banking Major Reimagines its Business Processes with QuickApps

Headquartered in Cherry Hill, New Jersey, our customer is North America’s sixth-largest bank and provides a complete range of banking, lending, and investment services to more than 22 million clients across the globe. Over the years, the banking major has been leveraging a SharePoint on-premise environment to strengthen collaboration and communic...Read more

AgreeYa helps a Global Financial Organization meet regulatory requirements, cut time and costs
AgreeYa helps a Global Financial Organization meet regulatory requirements, cut time and costs

A global financial organization was facing challenges with the management of essential CKYC records. This process was previously managed by a Credit KYC management application, with some manual intervention. However, recent changes in CKYC regulations, made the existing application ineffective. AgreeYa experts created a feature-rich web application...Read more

AgreeYa Helped A Financial Sector Leader Gain Competitive Advantage With Efficient Hiring
AgreeYa Helped A Financial Sector Leader Gain Competitive Advantage With Efficient Hiring

Our customer had to deliver projects with strict deadlines and their success was directly related to the timely delivery of the project. To achieve their objective, the client wanted to hire an experienced staffing consultant who could help them overcome challenges around operational inefficiencies in hiring and provide end-to-end support to hire t...Read more