Financial Services
67 percent of banking institutions are currently using artificial intelligence in their operations.
Financial Services
67 percent of banking institutions are currently using artificial intelligencein their operations.
Reimagining what banking could be
In an industry defined by disruption, financial services organizations must go beyond merely keeping up to harnessing the true potential of the digital economy. In this milieu, balancing the imperative of customer’s digital expectations, risk management and sustainable business practices alongside cost optimisation is critical.
As the banking landscape of the future takes shape, organizations must harness business models centered around digital-first customer needs and provide differentiated experiences and offerings. This is where Areteans comes in —not just as a technology solutions partner, but as a strategic advisor.
Reimagining what banking could be
In an industry defined by disruption, financial services organizations must go beyond merely keeping up to harnessing the true potential of the digital economy. In this milieu, balancing the imperative of customer’s digital expectations, risk management and sustainable business practices alongside cost optimisation is critical.
As the banking landscape of the future takes shape, organizations must harness business models centered around digital-first customer needs and provide differentiated experiences and offerings. This is where Areteans comes in —not just as a technology solutions partner, but as a strategic advisor.
Empowering next-gen
financial services experiences
With Pega-powered offerings leveraging AI, we transform how banks operate, interact with customers, and provide differentiated services. Whether it’s seamless online engagement or immersive branch experiences and hyper personalized customer service, we aim to surpass client expectations with unparalleled efficiency and excellence.
Our comprehensive approach helps financial institutions navigate the path forward – whether it is embracing data-driven growth strategies or addressing evolving requirements from the market, partners, and regulatory bodies. We partner prominent digital retail banks, established commercial institutions, and emerging models like neobanks worldwide, guiding them to reimagine their tomorrow.
Empowering next-gen financial services experiences
With Pega-powered offerings leveraging AI, we transform how banks operate, interact with customers, and provide differentiated services. Whether it’s seamless online engagement or immersive branch experiences and hyper personalized customer service, we aim to surpass client expectations with unparalleled efficiency and excellence.
Our comprehensive approach helps financial institutions navigate the path forward – whether it is embracing data-driven growth strategies or addressing evolving requirements from the market, partners, and regulatory bodies. We partner prominent digital retail banks, established commercial institutions, and emerging models like neobanks worldwide, guiding them to reimagine their tomorrow.
What we do
Retail Banking
With a comprehensive suite of Pega solutions, we transform various aspects of banking services. We empower financial institutions to provide superior customer experiences, boost efficiency, ensure compliance and accuracy throughout their operations while bringing down costs.
Whether it’s enhancing in-branch interactions, elevating online banking platforms, optimizing customer care, accelerating account opening, revolutionizing customer service, or streamlining check research and adjustment, we innovate to empower.
Cards & Payments
Our comprehensive range of cards and payments solutions covers everything from account opening to dispute management and payment investigations.
Designed to provide automation, personalization, and compatibility, our solutions aim to elevate customer satisfaction and improve operational efficiency for financial institutions.
Consumer Lending
We use automated quote generation to provide accurate and timely auto loan offers, optimize the mortgage process, and simplify education loans for students.
Our solutions cover claims management, credit assessment, risk mitigation, and document verification, expediting reimbursements, informing lending decisions, and ensuring compliance throughout the loan lifecycle.
Wholesale Banking
We offer solutions for streamlined cash management, including real-time Nostro balance management and efficient account balance monitoring.
We also provide tools for forecasting cash flows and personalizing customer interactions through Pega’s Next Best Action approach. Additionally, Pega helps automate trade finance processes, improve risk mitigation, and enhance overall trade efficiency and compliance.
Asset and Wealth Management
Our solutions offer personalized wealth management services, streamlining customer onboarding for high-net-worth clients, and enable real-time portfolio modelling and comparison. Leveraging Pega, we empower informed investment decisions through data-driven insights and analytics.
Pega’s advanced algorithms provide intelligent product recommendations tailored to clients’ financial needs and risk appetite. It simplifies multi-currency transaction tracking across countries and currencies. Additionally, Pega’s Next-Best-Action strategies boost customer retention and cross-selling by suggesting relevant products and services through predictive analytics.
Risk Management
We offer solutions for credit risk assessment, providing an enterprise-wide view and standardized processes. We help mitigate market risk through real-time data insights and predictive analytics. Pega enhances operational resilience by streamlining workflows and risk management tools for identifying, assessing, and mitigating operational risks.
Additionally, our Anti-Money Laundering (AML) solution leverages advanced algorithms for efficient detection of suspicious payments and fraud. This helps ensure secure financial transactions.
Investment Banking & Brokerage
Our solutions optimize trading and settlement processes, streamline back-office operations, and efficiently manage corporate actions. This helps minimize errors, reduce manual interventions, and accelerate trade lifecycles for enhanced efficiency.
Pega’s advanced capabilities facilitate effective book management, cash and margin positioning, and corporate actions processing, ensuring accurate record-keeping, risk management, and compliance with industry standards. Additionally, rule-driven alerts and settlement reminders enhance operational responsiveness and minimize trade failures.
What We DO
Retail Banking
Retail Banking
With a comprehensive suite of Pega solutions, we transform various aspects of banking services. We empower financial institutions to provide superior customer experiences, boost efficiency, ensure compliance and accuracy throughout their operations while bringing down costs.
Whether it’s enhancing in-branch interactions, elevating online banking platforms, optimizing customer care, accelerating account opening, revolutionizing customer service, or streamlining check research and adjustment, we innovate to empower.
Cards & Payments
Cards & Payments
Our comprehensive range of cards and payments solutions covers everything from account opening to dispute management and payment investigations.
Designed to provide automation, personalization, and compatibility, our solutions aim to elevate customer satisfaction and improve operational efficiency for financial institutions.
Consumer Lending
Consumer Lending
We use automated quote generation to provide accurate and timely auto loan offers, optimize the mortgage process, and simplify education loans for students.
Our solutions cover claims management, credit assessment, risk mitigation, and document verification, expediting reimbursements, informing lending decisions, and ensuring compliance throughout the loan lifecycle.
Wholesale Banking
Wholesale Banking
We offer solutions for streamlined cash management, including real-time Nostro balance management and efficient account balance monitoring.
We also provide tools for forecasting cash flows and personalizing customer interactions through Pega’s Next Best Action approach. Additionally, Pega helps automate trade finance processes, improve risk mitigation, and enhance overall trade efficiency and compliance.
Asset & Wealth Management
Asset and Wealth Management
Our solutions offer personalized wealth management services, streamlining customer onboarding for high-net-worth clients, and enable real-time portfolio modelling and comparison. Leveraging Pega, we empower informed investment decisions through data-driven insights and analytics.
Pega’s advanced algorithms provide intelligent product recommendations tailored to clients’ financial needs and risk appetite. It simplifies multi-currency transaction tracking across countries and currencies. Additionally, Pega’s Next-Best-Action strategies boost customer retention and cross-selling by suggesting relevant products and services through predictive analytics.
Risk Management
Risk Management
We offer solutions for credit risk assessment, providing an enterprise-wide view and standardized processes. We help mitigate market risk through real-time data insights and predictive analytics. Pega enhances operational resilience by streamlining workflows and risk management tools for identifying, assessing, and mitigating operational risks.
Additionally, our Anti-Money Laundering (AML) solution leverages advanced algorithms for efficient detection of suspicious payments and fraud. This helps ensure secure financial transactions.
Investment Banking & Brokerage
Investment Banking & Brokerage
Our solutions optimize trading and settlement processes, streamline back-office operations, and efficiently manage corporate actions. This helps minimize errors, reduce manual interventions, and accelerate trade lifecycles for enhanced efficiency.
Pega’s advanced capabilities facilitate effective book management, cash and margin positioning, and corporate actions processing, ensuring accurate record-keeping, risk management, and compliance with industry standards. Additionally, rule-driven alerts and settlement reminders enhance operational responsiveness and minimize trade failures.
success stories
South African retail bank partners Areteans for digital transformation…
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Australian statutory agency leverages Areteans’ case management expertise to drive efficiency…
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research papers
Generative AI:
A primer for CXOs
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Eliminating guesswork:
Taking the next best action with Pega CDH
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Meet Our Experts
Mahesh Agrawal
Chief Executive Officer
Gaurav Mathur
Chief Operating Officer
Sidhartha Mohanty
Chief Technology Officer
Sanjeev Singh
Executive Vice President, Technology