Financial Client Portal

FINANCIAL CLIENT PORTAL

  • Pegasystems BPM Solution Expertise
  • Coordination of Business Focus Groups
  • Development Strategy and Approach
  • Developed SDLC Process and Methodology
  • Functional Requirements Definitions
  • Defined Standards and Procedures
  • Architectural Designs
  • Provided Full Software Lifecycle Delivery      (from idea to launch)
  • Project and Solution Delivery Management
  • “As-Is” and “To-Be” Comparison Analysis      (Streamlined Process)
  • Solution Design Strategy

Client Challenge

Acxiom is a provider of personal, financial, and property information to insurance and financial companies. Acxiom selected Pega PRPC to support their high-volume transaction business, but needed a top-tier technical team to support the various data systems solution.

Client Success & Solution

Acxiom implemented and launched a solution to serve as the one true data source for the client, thus reducing the time to deliver accurate profile information to their financial and insurance customers. The client looked to TechCORE MSS to provide expert knowledge and expertise at half the cost of any proposed services estimate for the development of a solution. The client requested not just the Pegasystems BPM software expertise of ATS, but the vast experience in software development to establish a SDLC methodology, develop standards and procedures, and streamline processes for productive and effective operations.

Benefits & Results

The TechCORE MSS team was an essential part of designing and developing a universal data hub for the client to access personal, financial, and property data for their clients. The final solutions increased efficiency of their analysts, improved the accuracy of information provided to their customers, and increased the potential for return business from existing customers.

Professional Services Provided

  • Operations Assessment & Analysis
  • Operations & Maintenance Support
  • Business Process Improvement
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