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Build For Change®

Retail Banking Solutions

Financial Services Frameworks

These challenges range from increasing competition to changing industry practices to internal operational complexity. They need to provide a single face to their customers across business lines and channels, grow revenue organically, improve operating efficiency, and ensure regulatory compliance.  Pegasystems' rules-driven Business Process Management (BPM) solutions close the execution gaps that arise when business operations are unable to keep pace with management objectives.

Pegasystems' Financial Services Industry Foundation (FSIF) accelerates the retail bank's deployment of agile SmartBPM® solutions for growth, productivity, and compliance initiatives.  Built on Pegasystems' industry-leading SmartBPM Suite, which offers best-in-class rules and process-management capabilities, FSIF provides work templates, data structures, processes, and solution-design models that accelerate the development of a range of multi-channel solutions. FSIF allows retail banks to embrace rules-driven BPM while benefiting from Pegasystems' deep banking expertise. This enables you to quickly build both customer-facing and internal applications, such as event-driven marketing, customer case management, compliance management, fraud management, exception management, and many others.

  • Faster time to market Reduce the time and cost to build SmartBPM applications by obtaining the common infrastructure needed for diverse retail-banking solutions
  • Use of industry best practices Build the most effective and optimally designed applications, based on Pegasystems' decades of banking experience
  • Buy and Build Obtain the best of both worlds by using the pre-built foundational elements of FSIF to build your own tailored applications

 

Benefits

Financial Services Industry Foundation™

The Financial Services Industry Foundation™ accelerates the development of agile customer-facing and internal SmartBPM solutions.

Key Features

  • Work templates Case definitions and process flows for top-level types of work such as new business requests, customer service requests, financial adjustments, risk items, compliance events, new marketing campaigns, and others
  • Data structures and properties — Pre-configured data structures, properties, and methods that can be used quickly and extended easily, covering a variety of payment types, work parties, infrastructure elements, and accounting structures
  • Solution-design models  Robust design models highlighting the use of reusable, service-oriented processing and decisioning objects, including organizational units, work parties, user portals and screens, and integration points
  • Duplicate Case Searching Configurable search criteria to qualify and limit number of potential matches and a user-friendly interface for review and decisioning help automatically identify, reduce and/or eliminate duplicate work
  • Case Prioritization, Escalation, and Service Level Management Automatically distribute case work based on priority and urgency; escalate based on pre-defined service level criteria to ensure compliance with business and regulatory requirements

 

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