- ABOUT
- INDUSTRIES
- SOLUTIONS
- PRODUCTS
- SERVICES
Services
Consulting University of Pega 
Services OverviewEducation ServicesDesign ReviewProfessional Certification ProgramTransition Readiness
Assessmente-LearningPerformance
Health CheckWhat's NewSmartBPM
Implementation
ApproachUsability ReviewCenters of Excellence Global Services Contacts - COMMUNITY
Community Areas
Community Forums Community Libraries Forums Home Business Process Management CRM & Customer Experience SmartBPM Adoption
and Best PracticesFinancial Services Business Process Management Healthcare Help/FAQs Insurance Feedback CRM Resources Pega Developer Network Pega Blog Library Newsletter Podcasts PegaWORLD - CAREERS
Careers
Pegasystems Careers Labor Condition ApplicationsFind your jobBenefitsSales & Pre-SalesOur People & CultureProfessional ServicesEngineeringPega IndiaGlobal Customer Support CareersTechnical SupportMarketing & Product ManagementEducation & TrainingIT, General Administration & Corporate Functions
 |
Accelerate time-to-delivery and benefit from Pegasystems’ 25+ years of financial services expertise.
SmartBPM for FS
|
Frameworks
Contact Us
See how Build for Change™ technology can work for you
Learn more about the Build for Change Advantage
Community Library
Find the latest thought leadership from respected analysts as well as case studies, articles and other resources.
• Winning Through Business Agility - Using Build for Change® technology to drive rapid business improvement in financial services
• Pegasystems: Simplifying Complexity in Financial Services
• The Transparent Bank: The Strategic Benefits of BPM
• Know Your Customer (KYC) Framework Datasheet
• On-boarding and Electronic Bank Account Management for Corporate Treasuries
Financial Services Solution Frameworks provide foundational elements for developing industry-specific applications including predefined “work” types, data structures, workflows, decision tables, user interfaces, and financial management components. Built on Pegasystems’ industry-leading BPM platform, frameworks leverage powerful process and rule management capabilities and apply them to specific business areas, enabling organizations to build BPM applications that best capitalize on the strengths, extensibility, and agility of Build for Change technology.
| Solution Framework | Accelerating delivery of solutions for: | |
| New Business Backbone | Retail, Wealth Mgmt, Wholesale, Lending, Cards |  |
| Customer Process Manager | Customer service for all FS Industry Segments | |
| Financial Accounting for Financial Services | Retail /Wholesale Payments, Cards, Capital Markets | |
| Smart Investigate for Payments | Wholesale and Institutional Payments | |
| Smart Investigate for Securities | Securities and Investments Exceptions | |
| Smart Dispute | Credit and Debit Card | |
| Smart Adjust | Retail Payments (e.g. check, ACH) | |
| Financial Crimes Management | Fraud, Anti-Money Laundering, Sanctions | |
