How can banks streamline their bereavement workflows, and efficiently migrate data.

Summary

This whitepaper delves into the essential elements of managing data migration and workflows within a bank, specifically in handling the bereavement process. It emphasizes the smooth transfer of sensitive information, offering valuable insights into optimal practices, hurdles encountered, and strategies to uphold data integrity and security throughout the migration process.

Introduction

Welcome to an innovative journey within the banking sector, where we embark on an endeavor centered around the Bereavement process. This initiative represents the convergence of technological advancement and empathetic customer service, as we transition over 85,000 legacy cases to the Pega Bereavement platform

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