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Pega@Morgan Stanley

Morgan Stanley Brings Repetitive Desktop Work onto Pega

Morgan Stanley, a financials organization in the United States, uses Pega Customer Service from Pega to support back-office automation for operations analysts.

Value results

CategoryValue result
ProductivityFewer stalled items because repetitive desktop work has a clear owner
Risk and compliancePega Customer Service is the governed place operations analysts use for back-office automation
CapabilityNew joiners can see how back-office automation actually runs

Story

Inside Morgan Stanley, back-office automation used to depend on whoever still had the latest file. That pattern is common in financials groups working out of the United States. Operations analysts needed a system that would still make sense after the original project team moved on.

Morgan Stanley uses Pega Customer Service from Pega as the working layer for repetitive desktop work. Pega offers a low-code platform for customer decisioning, case management, and workflow used in banking, insurance, and public sector. The practical change is simple: back-office automation has a home, and reviews happen there instead of in a forwarded thread.

Nothing in this writeup invents a savings number. What Morgan Stanley gets from Pega is a durable place to run back-office automation and a way for operations analysts to see the same repetitive desktop work at the same time.

Relationship map

Morgan Stanley uses Pega, Anaplan, Fiserv, Guidewire, F5, CrowdStrike, Informatica, OpenAI, Twilio, Cisco, Temenos, CyberArk, PagerDuty, ServiceNow, Smartsheet. Shared with AdventHealth, Air Liquide, Akamai Technologies, AkzoNobel, American Express GBT. Industry: Financials. Value: Productivity, Risk and compliance, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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