CRM for Treasury, Securities and Transaction Banking

Offer Outstanding Client Service at Substantially Lower Cost

Using Pega for Financial Services Success

Pega CRM for treasury, securities and transaction banking makes it easy to achieve substantial operational efficiency while delivering personalized, accessible and consistent service across all channels, lines of business and geographies. Pega offers a full range of solutions to fit your CRM needs including a comprehensive relationship manager's desktop, end-to-end control of the inquiry resolution process and Web self-service that empowers clients to initiate and view inquiries, requests and reports.

Optimize the client experience
Pega’s relationship manager's desktop combines a complete view of the customer with real-time decisioning that uses contextual insight into the client, client history and current interaction to ensure everyone from relationship managers to back-office staff have the information they need to quickly and effectively service clients.

Increase staff proficiency and productivity
Holistic case management, intent-driven processes and quick integration to enterprise and third-party systems provides full transparency into the life cycle of every inquiry and request across channels, lines of business and geographies to help staff knowledgeably service more clients in less time.

Empower your clients
Pega's self-service portal delivers transparency and service initiation abilities to those corporate clients who demand additional direct access to information and services through the Web and mobile devices.

Automate compliance
Rules-driven processes automatically apply the right business rules or regulatory processes at the right time, improving compliance while freeing staff to focus on the client – not the process.

Accelerate your business
Pega's Build for Change® technology empowers business users to create and modify rules and processes without any coding, enabling immediate response to new business opportunities, regulations and policies. A myriad of easy-to-use integration capabilities makes it quick and simple to create the essential client relationship dashboard, transaction history and service initiation features.

Delivering the Ideal Customer Experience: Pega CRM Solutions for Financial Services Institutions View the brochure

Customer Success
	Innovative Technology Drives Customer Success and Cost Reduction at JPMorgan Chase Hear from Lester Owens, Managing Director and Global Head of Treasury Services Operations, how JPMorgan Chase has leveraged Pega to implement a global operating model for enhancing the client experience while driving efficiencies, reducing operational risk and reacting rapidly to market and regulatory changes.
	HSBC Delivers Outstanding Client Experiences with Better Self-Service Worldwide Greg Toyn, Global Programme Management, HSBC discusses how the bank has implemented Pega's Web self-service capabilities as part of its successful Global Payments Investigations (GPI) project to deliver best-in-class service, reduce operational costs and eliminate inconsistencies and redundancies.