Pegasystems Enables Banks to Implement More Intelligent, Customer-Centric Sales Practices with Pega Sales Automation for Financial Services

Improvements empower banks with AI for more collaborative interactions that match customer needs with relevant, personalized offers and products

CAMBRIDGE, Mass. – April 19, 2017 – Pegasystems Inc. (NASDAQ: PEGA), the software company empowering customer engagement at the world’s leading enterprises, today announced enhancements to the Pega® Sales Automation for Financial Services application. The new features will provide financial institutions with advanced artificial intelligence (AI) and decisioning capabilities to implement more customer-centric sales practices, grow revenues, and increase efficiency.

In an era of intense speculation and scrutiny of financial institutions’ sales practices, banks need to focus on relationship building through customer-centric engagements while ensuring relevance and regulatory compliance. Pega Sales Automation for Financial Services now includes new AI features to enable sales agents with intelligent guidance throughout the sales cycle so they can engage with customers and prospects in a more personalized, relevant way. These advanced AI capabilities will enable everything from internal processes, such as gaining access to relevant customer information across the organization, to customer-facing interactions such as identifying the right products for a customer’s financial needs and goals, or understanding the best time to propose an offer.

With Pega Sales Automation for Financial Services, banks can provide customers with optimal experiences and relevant offers throughout the sales cycle in the following ways:

  • Grow relationships with relevant interactions: Increase sales effectiveness with intelligently guided recommendations that provide contextual and relevant offers, products, and actions. Pega’s AI capabilities determine the most appropriate product or service to sell to customers at different points in their journey.
  • Focus on the customer, not data entry: Automate low-level tasks such as activity reporting and routine processes so agents can instead focus on building customer relationships and responding quickly to customer requests.
  • Reconnect sales to the entire customer journey: Eliminate disconnected customer experiences with a unified approach that breaks down application silos to connect internal processes and customer data. As a result, sales and service teams with centralized access to data across the organization can quickly and appropriately respond to customer needs.
  • Maintain regulatory compliance: Automatically respond to regulatory and market changes with an agile, model-driven platform, so banks can spend less time making manual updates when regulatory changes occur. Additionally, maintaining data in a central location makes it easier for banks to comply with auditors and complete the auditing process more quickly.

Pega Sales Automation for Financial Services is available now and can be deployed via the user’s preferred implementation: Pega® Cloud, customer managed cloud, or a hybrid approach. Built on the Pega® Platform, it uses AI to anticipate, automate, and intelligently guide users with next-best action recommendations throughout critical interactions.

Pega Sales Automation for Financial Services will be demoed at PegaWorld 2017, to be held June 4-7 at the MGM Grand in Las Vegas. For more information, visit:

Quotes & Commentary:

“Consumer trust in banks has been eroding as the result of very public regulatory scrutiny, making it critical for banks to restore confidence,” said Ron Wellman, global director and industry principal, CRM solutions for financial services, Pegasystems. “Intelligent sales practices enable sales staff to offer relevant products and services to customers while maintaining compliance, which ensures customers feel their needs are being considered and met. With Pega, banks can focus on what’s most important: building strong, long-lasting customer relationships while ensuring regulatory-complaint practices.”

About Pegasystems

Pegasystems Inc. is the leader in software for customer engagement and operational excellence. Pega’s adaptive, cloud-architected software – built on its unified Pega Platform™ – empowers people to rapidly deploy, and easily extend and change applications to meet strategic business needs. Over its 35-year history, Pega has delivered award-winning capabilities in CRM and digital process automation (DPA), powered by advanced artificial intelligence and robotic automation, to help the world’s leading brands achieve breakthrough business results. For more information on Pegasystems (NASDAQ: PEGA) visit

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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.


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