2-1-2-industries-financial-services-commercial-banking-hero

Commercial banking

Deliver a seamless client experience from the first sales interaction to the most detailed payment investigations.

Client Service
Pega Client Service for Commercial Banking

Provide account and service overviews, inquiry management, process orchestration, and insights into clients to relationship managers, servicing officers, and directly to clients via our omni-channel solution.

Focus on the client and not the process. Real-time, robust case management and contextual decisioning ensures everyone from relationship managers to back-office staff has the information needed to provide better service to more clients in less time. With our write-once omni-channel capability, you can provide self-service access to your entire range of banking services seamlessly.

product details

Data Sheet
Pega Client Service for Commercial Banking
Video
Pega Client Service for Commercial & Investment Banking
Case Study
Case Study: Client Service in One-Tenth of the Time
Sales
Pega Sales Force Automation for Commercial Banking

Eliminate manual processes and maximize the value of your existing systems by moving work seamlessly and efficiently across the organization.

With end-to-end guidance for relationship managers, the Pega platform ensures relevant actions and offers are made at the right time. Dynamic case management seamlessly moves work across channels, people, and systems for maximum visibility on a global scale. Pega’s Process Extender can even embed our industry leading case management in your current cloud sales tool.

product details

Data Sheet
Pega Sales Force Automation for Financial Services
Video
Pega SFA - Take control of your sales pipeline
Client Lifecycle Management

CLM infographic

Pega CLM

The only globally scalable, unified solution for client lifecycle management. Intelligent work automation dramatically cuts time to revenue while ensuring compliance with global and local regulations, whether you are onboarding new clients, adding products for existing customers, or servicing clients and account maintenance requests.

See infographic


  • Global View. Maintain a global view of the customer, all accounts, products and relationships, ensuring re-use during multi-jurisdictional onboarding. By re-using documents, data, and completed due diligence, we deliver consistency and faster onboarding globally.
  • Omni-channel Onboarding. Provide clients with online and mobile self-service and give sales teams full-featured mobile tablet capabilities. Use the desktop view to process requests and co-browse when you need to walk clients through onboarding steps. Pega provides a fully unified experience in any channel, anywhere.
  • Scalability. Assurance that a global solution can be implemented across all geographies, lines of business and products with the ability to extend as your business changes. Easily adapt and change for mergers & acquisitions, new products, and regional regulatory impacts using the same technology.
  • Manage Complexity. Manage institutional onboarding and complex dependencies for all related and underlying relationships. With Pega you can easily manage dependencies, parallel processing of due diligence, credit underwriting, risk sanctioning, legal documentation, and other critical processes using our unified case management.
  • Regulatory Rule Maintenance. Pega works with the leading regulatory consulting firms and the largest global law firm to help institutions maintain and manage regulatory changes, ensuring ongoing regulatory rule maintenance. Pega allows institutions to meet complex regulatory rules that are geography, line of business and product specific such as AML, FATCA, EMIR, Dodd-Frank, and MiFID II rules with the ability to extend, manage, and change as rules evolve using our industry-leading Build For Change® technology.
  • Faster Time To Revenue. Onboarding time can be reduced by up to 70% with Pega's fully unified solution. By streamlining and orchestrating the end-to-process from sales to fulfillment, prioritizing work by client type, and re-using valid completed due diligence, banks can ensure SLA’s are met on-time, the customer experience is enhanced, and time-to-revenue is improved.
  • Proven Implementation Methodology. Pega's provides a proven methodology to implement all stages of Client Lifecycle Management in global institutions. The ability to implement in parallel streams, iterative short cycles directly capture objectives, integrate to and leverage existing investment, and provide out-of-box connections to key tools like Salesforce.com®*, KYC data providers and Equifax Interconnect®* ensure a fast return on investment for complex global institutions with a manageable and risk based approach.

    *All trademarks are the property of their respective owners.

product details

Video
Pega Client Lifecycle Management (CLM)
Webinar
Client Lifecycle Management: How Customer Due Diligence...
Infographic
Onboarding & CLM Infographic

Pega Onboarding for Commercial Banking

Onboard corporate accounts and services in days instead of weeks with Pega’s pre-built Treasury Management solution for commercial banking. Add transaction revenue faster and reduce costs with total process and service-level-agreement (SLA) transparency, end-to-end work automation, comprehensive case management across all channels, seamless integration to back-office systems, eBAM message handling, and integrated KYC.

product details

Video
Pega Onboarding & KYC
Data Sheet
Pega Onboarding for Commercial Banking
Video
Reaching the Next Level of Satisfaction in Client...

Pega KYC with FATCA for Financial Services

Pega provides a unified, global platform for managing complex regulatory requirements as part of onboarding and client lifecycle management, including specialization by region, line of business, and rules—including AML, FATCA, FINRA, MiFID, IIROC, EMIR, suitability, product, and country-specific due diligence requirements—all while improving onboarding time and time-to-revenue. Leading global banks rely on Pega for new and pre-existing account management to ensure faster time-to-revenue, scalability, and compliance.

product details

Video
Pega Onboarding & KYC
Data Sheet
Pega KYC with FATCA for Financial Services
Webinar
FATCA Webinar: The State of FATCA Compliance

Pega Commercial Loan Origination

Use Pega’s core capabilities to improve compliance and efficiency while tailoring the origination process to each client’s needs. Robust case management and self-service client portal provides complete visibility into the lending lifecycle. Easy integration and sophisticated analytics improve compliance while facilitating straight-through processing with end-to-end process automation.

product details

Data Sheet
Pega for Commercial Credit Origination
Video
PW 2014 Video: Rabobank Transforms Commercial Lending into...
Exceptions
Pega Payment Exceptions for Commercial Banking

Pega offers the leading platform in the industry—with more than 20 of the world’s leading banks using it to automate their payment exceptions and investigations processes. With Pega, you turn manual, high-skill tasks into automated, intelligent processes from initial contact through resolution. End-to-end case management of inquiries and a unified view of exceptions across products and channels make it easy for service staff to ensure high-priority case work is resolved promptly. Streamlining investigations and exceptions management results in increased efficiency, improved consistency, minimized risk, and reduced costs.

product details

Data Sheet
Pega Payment Exceptions for Commercial Banking
Learn More
HSBC: Retaining customers with a local touch
Risk & Compliance
Risk & compliance

Manage complex new and existing regulatory mandates, including remediation, whether it’s for Know Your Customer (KYC), Foreign Account Tax Compliance Act (FATCA), Global Sanctions, Anti-money Laundering (AML), Third-Party Oversight (TPO) or emerging regulations. Pega delivers leading unified rules, process and case management that provides scalability, compliance, and efficiency to the largest global banks.

Pega KYC with FATCA for Financial Services

Pega provides a unified, global platform for managing complex regulatory requirements as part of onboarding, including specialization by region, line of business and rulesincluding, AML, FATCA, FINRA, MiFID, IIROC, EMIR, suitability, product, and country-specific due diligence requirements—all while improving onboarding time and time-to-revenue. Leading global banks rely on Pega for new and pre-existing account management to ensure faster time-to-revenue, scalability, and compliance.

product details

Video
Pega Onboarding & KYC
Data Sheet
Pega KYC with FATCA for Financial Services
Webinar
FATCA Webinar: The State of FATCA Compliance

Pega Regulatory Compliance & Control Case Management for Financial Services

Gain executive-level visibility with real-time dashboards and audit trails across all regulatory actions, control issues, lines of business, and geographies on a global scale. With Pega’s dynamic case management, you can conduct cost-effective remediation, including “look back” automation, and proactively handle compliance violations with transparency across multiple lines of business and geographies.

product details

Data Sheet
Pega Regulatory Inquiry, Exam and Compliance Control Case...
Video
JPMorgan Chase: Create a New Sanctions Screening Platform...

Straight-Through Compliance

Straight-Through Compliance

See how Pega helped Rabobank adapt to the changing banking environment.

CONTACT US

Talk to a Pega expert about financial services solutions.

Connect

More Resources

More Resources