They need to provide a single face to their customers across business lines and channels, grow revenue organically, improve internal processing efficiency and quality, and ensure compliance with external regulations and company policies. Pegasystems' rules-based Business Process Management (BPM) solutions close the execution gaps that arise when business operations are unable to keep pace with management objectives. The exceptional quality enabled by SmartBPM^® helps banks achieve growth, productivity, and compliance.

Pegasystems' industry-leading SmartBPM Suite enables retail banks to automate and enhance a wide range of business processes. It enables continuous improvement by providing the full lifecycle of application functionality — model, build, execute, and monitor. This allows banks to capture objectives, optimize processes, and drive work to completion. Leading retail banks such as Bank of America, JPMorgan Chase, and US Bank rely on Pegasystems to provide flexible, scalable BPM solutions that enhance their existing systems and deliver increasing value.

As a complement to the SmartBPM Suite, Pegasystems offers solution frameworks that include packaged capabilities and best practices for specific activities within the retail bank. These include Retail Banking Industry Framework™, a framework for building diverse applications; Customer Process Manager™, for intelligent contact-center customer service; and Smart Adjust™, for payment exceptions management.

Solutions In Action


Account Openings Surge With BPM	Solution Delights Customers	New Backbone Halves Labor Costs	Government Agency Improves Services
Swiss Bank Ups Close Rate	Bank Gets One Stop Service	BPM System Serves 26 Countries	Better Tools Cut Losses
Bank BPM in 90 Days	New Tools Enhance CRM Operations	Enterprise Backbone Saves $10 Million	Investigator Effectiveness up 40%
Automated Approvals Cut Risk	CRM and Fulfillment in Five Months	BPM System Speeds Set Up	Compliance and Fraud System Cuts Losses