Driving Digital Transformation Through Intelligent Automation
Industry:
Corporate Services
Region:
USA
Technology:
PEGA
About the Client
A leading U.S.-based financial services provider, serving Fortune 500 clients and over 3,000 financial enterprises, faced growing inefficiencies due to disparate legacy systems supporting entity formation, compliance, legal matter management, and brand protection. Manual processes slowed fulfillment, increased costs, and delayed time to market. Evoke Technologies partnered with the client to modernize operations using Pega-powered intelligent automation—integrated with tools like HashiCorp Vault and NIPR Gateway. The result: scalable, secure digital workflows that streamlined operations, ensured compliance, and significantly improved efficiency.
Challenges
- Manual Workflows & Inefficiencies: High turnaround times due to paper-driven or repetitive tasks across compliance, certification, licensing, and data tracking functions
- Compliance Risks & Data Sensitivity: Customer Personally Identifiable Information (PII) required secured data handling with strict adherence to data privacy regulations like HIPAA and GDPR
- Real-Time Visibility Gaps: Inefficient data status or application tracking real time delayed decision-making and compliance reporting
Solutions
Evoke addressed the challenges by implementing a suite of interconnected solutions:
- Comprehensive Business Process Automation
- Secure, Role-Based Access to Sensitive Data
- Real-Time Data Synchronization and Visibility
- Scalable, Compliant Architecture
Results
- Reduced processing time for licensing, certifications, and permit approvals by up to 70–80%
- Reduced manual monitoring efforts by 80%, allowing teams to focus on strategic tasks
- Achieved a 95% reduction in data entry errors, guaranteeing reliable and updated agent information
- Achieved full encryption and strict data access control for customer PII
- Ensured compliance with HIPAA, GDPR, and state-specific licensing regulations
- Scaled workflows to handle 50%+ increases in transaction volumes without additional staffing
- Delivered timely insights through real-time data synchronization and automated alerts
