Businesses can quickly capture best practices into customer and partner management processes that span the enterprise for more effective cross-sales and product bundling.

Pegasystems’ industry-leading SmartBPM® suite, based on the patented Build for Change® technology, enables companies to move at the speeds that their businesses demand, bringing new products and new offers to market quickly. Sophisticated procedural and declarative rules drive event-based marketing that delivers superior response rates while adhering to compliance, privacy, and security requirements.

SmartBPM easily handles new business processes including enrollments, product changes, sales processes, and tailored offerings. Since it is based on Pegasystems' Build for Change® technology, SmartBPM also provides a responsive environment for change, helping companies respond smoothly to strategic and tactical pressures.

Companies using SmartBPM dramatically improve on-boarding and customer loyalty, shorten time-to-market for new products or offerings, and increase effectiveness of cross-sell/up-sell campaigns. In addition, they directly improve their bottom line by increasing the efficiency and productivity of their workforce and closing execution gaps to ensure strategic response to change.

Time to Market

Pegasystems’ solutions for product time to market expedite product setup and ensure compliance. These solutions feature process driven control from idea inception to product rollout. These solutions are specifically designed for companies needing key solutions. They include content and pricing, eligibility and commission rules. Also featured are key components such as built-in audit capabilities, approval and compliance controls, process transparency, status and progress dashboards, component-based products, components, features and pricing catalogues.

Companies benefit from improved customer experience and loyalty, improved efficiency, ease of use and reduced cost of acquisition. Corporations also enjoy accelerated deployments, help with complex processes and decisioning. Pegasystems also delivers consistency across and within interaction channels, increased management control and insight. Finally, Build for Change® technology enables rapid time to market and continual improvement. Overview...
Tailored Offerings

Pegasystems’ solutions for tailored offerings deliver right-fit offers and personalized sales quotes to grow revenue. These solutions feature system-driven, personalized service offerings and accompanying pricing and terms. Also included are client enabled tools for continuous tailoring, real-time offers matched to customer needs, and automated personalized proposals. These offerings let corporations maximize sales opportunities, management across channels, offers, territory management, sales report efficacy, and analytics functions.

Pegasystems’ process-driven Build for Change® technology ensures rapid deployments and delivers highly agile platforms to adjust as business needs change. Our centralized solution drives reuse and productivity improvements, consistency across and within interaction channels, increased management control, and improved insight. Finally, our solutions augment existing legacy systems without replacing them. Overview...
Account Opening and Customer Onboarding

Pegasystems’ solutions for new account opening produce intent-driven customer service for increased loyalty, productivity and growth. These engineered solutions feature end-to-end account opening management, in-line credit decisioning, reuse of core processes and policies (with multi-channel, multi-product specialized processing) system of record accounting controls, class structures, data flows, data screens, and data models.

Build for Change® technology enables rapid time to market and continual improvement. Companies that utilize these solutions enjoy improved customer experience and loyalty, improved efficiency, enhanced ease of use, reduced cost of acquisition, and accelerated deployments. These systems feature complex processes and decisioning, consistency across (and within) interaction channels, and increased management control and insight. Overview...
Automated Underwriting and Binding

Pegasystems’ solutions for underwriting and binding produce highly agile and automated systems that improve customer experiences and manage risk. These custom solutions feature market leading, high performance sophisticated business rules engine technology, business rules definitions, and business rules maintenance. Also included are patented reuse models that enable multi-channel, multi-product decisioning in centralized locations. Finally, these systems come with built-in change controls and audit functions as well as pre-defined industry assets.

Companies deploying these technologies enjoy faster time to market of product policy controls, improved efficiency, ease of use and reduced abandonment rates. The automation reduces costs of acquisition and enhances the consistency of policy and treatments across and within interaction channels and product lines. Management control and insight are increased and Build for Change® technology enables rapid time to market and continual improvement. Overview...