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Banking business process

Building a better banking business process

Today’s retail and wholesale banks face unprecedented operational pressures that test the efficiency, effectiveness, and agility of their business processes. The typical banking business process often fails the test, struggling to adapt to shifting marketplace demands and regulatory requirements. Lending institutions of all stripes are looking to build a better banking business process, intelligent enough to successfully balance business objectives with customers’ desires, and agile enough to keep pace with a dynamic operational environment.

corporate banking satisfaction


Corporate banking satisfaction

Pegasystems and Finextra’s survey reveals insights that can help global banks meet their customer needs across the client lifecycle.



How happy are your banking customers?

Pegasystems surveyed more than 1,000 participants – a combination of consumers and business decision makers from retail banking organizations – to find out.

AI and the value of personalized banking

Join Jim Marous from The Financial Brand and Pega as they discuss the power of AI and personalization.

Build intelligence and agility into your processes with Pega BPM

For more than 25 years, major financial institutions have relied on Pegasystems to help them adapt to a changing marketplace. The recognized leader in business process management, Pegasystems delivers financial services solutions that enable domestic and global banks to reach new levels of customer satisfaction, operational excellence, and business agility. Pega BPM is distinguished by powerful and flexible business rules capabilities that support the creation of highly intelligent business processes; and by revolutionary automated programming technology that enables business users to drive banking business process change with minimal involvement from over-stretched IT staff.

With Pega financial services software, you can build a better banking business process in key areas such as:

New business acquisition and on-boarding — By putting the power of banking business process creation and modification in the hands of business users, Pega BPM enables you to rapidly roll out promotions or enter new markets. Pega BPM also helps you to evaluate and optimize campaigns, and to develop more effective and efficient on-boarding processes.

Intelligent automation — With Pega BPM, you can quickly and easily automate banking business processes and tasks to eliminate manual handling and reduce costs and errors.

Customer relationship management — Pega BPM helps you to deliver superior customer service levels while maximizing per-customer profitability. For example, with a combination of point-of-interaction process automation and decision-making support for agents, Pega banking contact center solutions dramatically increase first-contact resolution rates.

Risk, fraud, and compliance — Pega banking business process solutions can help your institution gain the agility you need to successfully comply with regulations, mitigate risk, and stop fraud. Process automation ensures consist compliance with regulations and corporate policy, while advanced analytics help detect early signs of fraud or excessive portfolio risk. Pega BPM also generates comprehensive audit trails and supports specialized compliance reporting.

In addition to driving superior wholesale and retail banking solutions, Pega BPM is the ideal platform for insurance software solutions and healthcare software solutions, or solutions for any dynamic, transaction-intensive service industry.

Learn more about Pega BPM for financial services.

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