ADVISORY/ Pegasystems Exhibiting At Wealth Management Forum

Pegasystems (NASDAQ:PEGA), a leading software company that
provides rules-driven process automation technology and multi-channel
service and support solutions to enhance Customer Relationship
Management (CRM) strategies.

2nd annual Wealth Management Forum sponsored by Thomson Financial.

November 7th - 9th, 2001

Hotel Intercontinental Chicago
Chicago, Illinois

Pegasystems will be demonstrating the PegaCRM Private Banking
application, a new product introduced earlier this fall. PegaCRM
Private Banking software assists financial services organizations in
driving higher levels of client satisfaction and loyalty, helps reduce
client acquisition and servicing costs, and helps decrease operational
costs. Built specifically to address the needs of the wealth
management market, PegaCRM Private Banking provides capabilities for
contact management, due diligence and approval processing, business
planning, and client history. PegaCRM Private Banking's rapid
integration with existing systems, as well as the ability to use rules
to customize application behavior, can help organizations gain a
competitive edge through faster implementations and easier access to
both portfolio and order management systems, and core processing

About Pegasystems

Pegasystems (NASDAQ: PEGA) develops strategic applications for marketing, sales, service, and operations. Pega’s applications streamline critical business operations, connect enterprises to their customers seamlessly in real-time across channels, and adapt to meet rapidly changing requirements. Pega’s Global 3000 customers include many of the world’s most sophisticated and successful enterprises. Pega’s applications, available in the cloud or on-premises, are built on its unified Pega 7 platform, which uses visual tools to easily extend and change applications to meet clients’ strategic business needs. Pega’s clients report that Pega gives them the fastest time to value, extremely rapid deployment, efficient re-use, and global scale. For more information, please visit us at

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The information contained in this press release is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release and timing of any features or functionality described remains at the sole discretion of Pegasystems, Pegasystems specifically disclaims any liability with respect to this information.


Press Kit


Media Contacts

Lisa Pintchman Rogers
VP, Corporate Communications
[email protected]
+1 617-866-6022

North America:
Sean Audet
Director, Corporate Communications
[email protected]
+1 617-528-5230

Ilena Ryan
Sr. Manager, Public Relations
[email protected]
+1 617-866-6722

Joanna Richardson
Director, Corporate Communications
[email protected]
+44 (0) 118 9651 660

Jon Brigden
PR & Communications Manager
[email protected]
+44 (0) 118 9398 584

Pegasystems Inc.
One Rogers St.
Cambridge, MA 02142
Phone +1 617-374-9600
Fax +1 617-374-9620