Accelerate Acquisition and Onboarding
Make great beginnings easy
by automating acquisition and onboarding with intelligence
For the second year in a row, Pega has been recognized as the leader in the Gartner® Critical Capabilities for Sales Force Automation report.See how we compare
Streamlined sales experiences
Simplified acquisition. Satisfied customers.
Accelerate sales processes with always-on intelligent automation and AI that anticipate customer needs in real-time. Give sales teams instant access to powerful insights so they can focus on the highest-value leads and opportunities.
Optimize sales performance with suggested actions to take in moments of opportunity with built-in AI
Anticipate customer needs with real-time decisioning and self-optimizing workflows
Improve transparency and streamline experiences with cross-application visibility
Offer better control over deadlines, auditability, history, and reporting
Effortless onboarding processes
Strengthen relationships with flawlessly fast onboarding
Seamless onboarding experiences lead to more fruitful interactions. Automatically collect, input, and validate essential information to minimize manual work and improve customer, vendor, and employee experiences from the start.
Ensure compliance with built-in KYC/KYS business rules
Manage applications for enterprise-wide control
Automate background check processes, end-to-end
Siemens delivered a seamless onboarding experience with Pega’s unified and agile platform.Read the case study
See how they integrated 10 systems and automated 50 compliance checkpoints.Explore their journey
Due diligence, done right.
Face any disruption easily with flexible architecture
Bring your onboarding apps up to speed as business needs evolve without having to start over. Pega's patented, layered architecture lets you reuse shared processes and innovate at scale.
Evolve workflows and apps to meet changing needs
Quickly connect people, functions, and systems with reusable workflows
Easily reuse and specialize integrations and processes by product, region, regulation with low-code tools
Enable cross-functional collaboration with low-code workflow environment
Despite a membership surge, Healthfirst modernized and accelerated member onboarding experiences.
All powered by the Pega Platform
Want to hear more about the tech driving these outcomes? It’s all here in our leading platform for AI-powered decisioning and workflow automation.
Check out our capabilities in action
|Ensure seamless experiences with full compliance from the start||Pega Know Your Customer for Financial Services
Pega Onboarding for Financial Services
Pega Sales Automation for Financial Services
|Bridge enterprise silos and streamline purchasing experiences||Pega Sales Automation for Insurance|
|Intelligently manage end-to-end sales processes||Pega Sales Automation for Healthcare|