Financial Services Solutions

Pegasystems’ Financial Services Solutions Drive Productivity for Industry Leaders

The financial services sector places steep demands on software platforms. The transaction volume handled by financial services solutions is very high, as are the consequences of error. Service delivery modes change often, and the operational environment is complex and shifting.

Needing financial services solutions that can be counted on to perform in a high volume, high stakes, dynamic arena, major financial institutions worldwide have consistently turned to Pegasystems. Leveraging our industry-leading business process management (BPM) platform, Pegasystems delivers financial services solutions that drive greater productivity, improved business agility, and better customer service in nine of the top ten U.S. banks and seven of the top ten global banks. With more than 25 years of working closely with retail and wholesale banks, brokerages, lending institutions, and credit card companies, Pegasystems has established itself as the preferred provider of agile, reliable, high-performance financial services solutions.


Corporate Banking Customer Satisfaction Survey

Pegasystems and Finextra conducted a bank and corporate client experience survey, exploring customer sentiments around sales, onboarding, KYC and servicing.


Moments of Truth in Banking

Read this Pegasystems survey of more than 1,000 participants – a combination of consumers and business decision makers from retail banking organizations.

A Complete Set of Financial Services Solutions

Pegasystems’ BPM platform enables businesses to develop, deploy, monitor, and continuously refine automated and interactive processes. Leveraging this dynamic BPM platform as well as our industry-specific solution frameworks that speed time-to-value, our customers rely on Pegasystems financial services software for solutions to major operational challenges including:

  • New business. Pega financial services solutions put the power of innovation in the hands of business users by making it fast and easy to turn new business objectives into efficient automated processes. With Pega BPM, you can reach new markets more quickly. One major consumer finance company used Pega software to reduce its time-to-market for new products and services by 50 percent.
  • Customer relationship management. Pegasystems provides an integrated, agile, customer-centric framework for CRM, which has enabled users of our financial services solutions to achieve results such as a 36% increase in first-call resolution and a doubling of cross-sell and up-sell close rates.
  • Intelligent automation. Pega technology enables you to capture your key business objectives and rapidly turn them into fully automated and integrated processes that transform the way people work. Reduce costs while enhancing process consistency and compliance. Our financial services solutions customers report results such as a 70% reduction in resolution time for disputes routed to the back office.
  • Risk, fraud, and compliance. Our BPM suite provides end-to-end control that helps financial institutions manage risks, detect and mitigate fraud, and ensure compliance with the alphabet soup of regulatory requirements including AML, OFAC, KYC, and more. Flexible reporting capabilities and automated audit-trail features provide complete transaction transparency. Users of Pegasystems’ risk management software, fraud case management software, and compliance solutions have attained tangible results such as a 20% improvement in loss avoidance and a 70% decrease in the time required for KYC due diligence.


Pega BPM technology can help you optimize any banking business process or other financial services process. In addition to our leading retail banking solutions and financial services solutions, Pegasystems provides productivity-boosting solutions for other service industries, such as underwriting software for insurers and case management software for telecommunication providers.

Learn more about Pega BPM for financial services.