Financial Services
Invest in Success with PegaPegasystems offers the industry's most flexible financial services platform for delivering on the vision of a truly customer-centric organization. Eight of the top 10 global banks rely on Pega to deliver the best possible customer experience, optimize business outcomes and reduce risk. Pega agile solutions for financial service institutions are complemented by Pega's patented Build for Change® technology, which places the power of innovation into the hands of business people. From regional retail banks to corporate banking on a global scale, Pega has helped financial institutions achieve new levels of profitability, productivity and proactive response to market opportunities and changing regulations. Brochure: Investing in Success – Pega Solutions for Financial Service Institutions NEW WSJ Article: Financial Institutions Struggling With FATCA |
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Learn more about solutions for Corporate & Investment Banking
| On-Boarding, Account Management, KYC and Electronic Bank Account Management (EBAM) | Pega’s flexible, intelligent automation streamlines complex corporate on-boarding processes from point of sale to back-office fulfillment, reducing overall cycle time from weeks to days, enhancing visibility into client accounts and improving compliance. |
| Customer Relationship Management for Treasury, Securities and Transaction Banking | Pega offers a comprehensive solution to improve corporate relationships and servicing efficiency, including a relationship manager’s desktop to serve clients in real time, end-to-end case management and advanced Web self-service that empowers corporate clients to initiate and view inquiries, requests and reports. |
| Payments Exceptions and Investigations | Pega connects the front and back office to automate exceptions and investigations from end-to-end, providing a customer centric-view across products, dynamically guiding investigations to successful resolution across channels and reducing risk. |
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Learn more about solutions for Wealth Management and Brokerage
| Client On-Boarding | Dynamic, end-to-end process automation offers a seamless on-boarding experience from initial advisor consultation to back-office account setup and funding. Intent-driven processes guide users through each step, orchestrate activities across people, systems and channels and ensure the right regulations are applied at the right time. The result is automated on-boarding that eliminates gaps between sales and fulfillment, manual administration and non-compliance. |
| Multi-Channel Customer Relationship Management | Whether you need a complete advisor desktop or want to enhance existing operations, Pega has the solution. Pega’s role-based, integrated desktop facilitates the personalized interactions that build stronger, more durable relationships. Pega’s service case management extends the value of existing technologies by holistically managing all of the work required for complex inquiries and service requests. And both solutions work across multiple channels, products and lines of business to deliver outstanding client experiences with far greater efficiency. |
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Learn more about solutions for Retail Banking & Card Servicing
| Multi-Channel Customer Relationship Management | Whether you need a complete service desktop or want to enhance existing operations, Pega has the answer. Pega’s role-based, integrated desktop enhances the customer experience with relevant, personalized interactions. Pega’s unified solution for managing service inquiries and requests offers quick integration with existing CRM technology to automate process guidance and dynamically manage cases. And both solutions work across multiple channels, products and lines of business to deliver outstanding service at lower cost. |
| Next Best Action Marketing | Exclusively, Pega combines predictive and adaptive analytics with dynamic propositions that are continuously evaluated and updated during each interaction for highly personalized Next Best Actions or offers that match the customer, situation, channel and business objectives. |
| Retail Account On-Boarding | From point-of-sale to back-office fulfillment, Pega enables a seamless experience with an integrated solution that coordinates interactions across all channels and automatically traverses the gaps between offer, application and fulfillment processes. |
| Automated Dispute and Chargeback Resolution | This powerful solution automates dispute and chargebacks resolution from the point of contact with minimal manual processing or human intervention. |
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Learn more about solutions for Lending
| Consumer Loan Origination | Pega streamlines origination decisioning and processing across multiple channels and lines of business. Intent-driven processes, automatically applied best practices and Next Best Action recommendations guide users through each step for zero-defect loan origination and higher rates of cross-selling and up-selling. |
| Default Management | With Pega, lenders can automate collections, loan loss mitigation and pre-foreclosure processes for all types of secured and unsecured loans. Because Pega dynamically applies the right policies and procedures and provides guidance that makes it easy for any representative to manage complex default processes, lenders can reach new levels of efficiency and compliance. |
| Commercial Loans | Pega's unified solution facilitates a collaborative environment for managing multiple business credit lines and complex deals across teams. Pega combines a global view of the client and level of risk exposure with rules-driven processes for a customer-focused experience that meets policy and regulatory requirements. |
| Collections | Continually improve your customer experience and collections performance with smarter processes, more intelligent interactions and dynamic offers. |
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Learn more about solutions for Risk, Fraud & Compliance
| Financial Crimes Management | Pega automates the management of alerts and investigations to help companies manage AML, fraud and sanctions alerts to ensure compliance while reducing the number of false positives. The solution offers dynamic, rules-based SmartTriage® and financial crimes case management to manage disparate monitoring systems and automatically identify relationships between risk types, alerts and cases while ensuring compliance to line of business and country specific regulatory requirements. |
| Know Your Customer | Pega's common rules-driven platform for managing regulatory requirements by country, line of business and product combined withdynamic risk rating and case management t, ensures compliance and faster on-boarding while delivering the agility needed to adapt rapidly to constantly changing regulations. |
| Foreign Account Tax Compliance Act (FATCA) | Pega has built key FATCA compliance functionality into its Know Your Customer (KYC) solution, which offers a unified, global rules-driven platform for the management of KYC requirements, including FATCA, suitability, product- and country-specific due diligence requirements - all on one common platform. |
| Sanctions Management | Automated triage, case management and rule-based specialization by alert type and regulatory requirement to reduce alert handling resolution time, enable faster payments and significantly reduce the number of false positives. |
Customer Success
Using Pega solutions, financial services organizations have achieved rapid and measurable value.
