Financial Services Solutions That Revolutionize Your Customer Service and Interactions

Pega financial services software helps redefine your consumer claims resolution processes, ensuring compliance and customer satisfaction.

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From retail banks to large investment firms, every financial institution is wrestling with the best response to disruption.

Though the challenges are daunting, Pega’s innovative software and extensive experience can help you digitally transform your business and revolutionize how you interact with and serve your customers.

Forge Lasting Customer Relationships
Omni-channel engagement meets 1:1 marketing. With Pega’s predictive and adaptive analytics, you can exceed customer expectations, with personal, proactive interactions and exceptional service.
Accelerate Your Digital Transformation
Accelerate digital transformation with Pega’s enterprise platform for intelligent process automation at scale, Next-Best-Action decisioning hub and rapid integration with core systems.

Our Solutions

Transform your customer-facing sales and service operations across all channels with Pega applications for retail banking.

Achieve greater customer engagement and wallet share with

Pega Marketing for Financial Services

Deliver satisfying, accurate service across the customer journey with

Pega Customer Service for Retail Banking

Build relationships, guide advisors, and grow revenues with

Pega Sales Automation for Financial Services

Retain your most valuable customers while mitigating losses with

Pega Collections

Simplify complex client onboarding and due diligence processes with

Pega Client Lifecycle Management

Streamline compliance for faster time to revenue with

Pega Know Your Customer

Provide compliant, engaging claims management at lower cost with

Pega Smart Dispute for Issuers

Engage clients, power your digital transformation and ensure regulatory compliance on one single platform.

Build relationships, guide advisors, and grow revenues with

Pega Sales Automation for Financial Services

Respond to client inquiries and provide self-service tools with

Pega Client Service for Commercial Banking

Automate payment exceptions and investigation processes with

Pega Payment Exceptions for Commercial Banking

Simplify complex client onboarding and due diligence processes with

Pega Client Lifecycle Management

Streamline compliance for faster time to revenue with

Pega Know Your Customer

Deliver risk decisions and portfolio insights efficiently with

Pega Credit Risk

Deliver exceptional service across the client lifecycle, boost productivity, streamline compliance and accelerate your digital transformation.

Deliver a superior client experience, and improve advisor productivity with

Pega Client Service for Wealth Management and Brokerage

Simplify complex client onboarding and due diligence processes with

Pega Client Lifecycle Management

Streamline compliance for faster time to revenue with

Pega Know Your Customer

Manage the Client Journey With Pega

Learn how to deliver customer centricity while ensuring compliance and faster onboarding with Pega Client Lifecycle Management.

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Events & Webinars

PegaWorld 2017 Replays

Thank you to everyone who joined us for another incredible PegaWorld. We hope you left feeling as Future Empowered as we did!

Keynotes | All Sessions

Customer Centric Banking: Insightful Engagement Every Time

Leading banks are already using technologies like AI, predictive analytics, and process automation to drive business insights and enhance real-time conversations both in person and in digital channels. Learn more from CEB Tower and Pega experts as they share the latest trends and best practices.

Watch now

Bring Your Complex Client Onboarding Into the Digital Age

Thea George, Research Director from Finextra, and Reetu Khosla, Senior Director Client Lifecycle Management from Pega, discuss best practices to drive digital transformation and global automation of client lifecycle management.

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Keeping Pace With KYC Regulations

Hear from Pega and leading experts from DLA Piper law firm on keeping up with complex regulatory changes across multiple jurisdictions, products and lines of business, using technology and global regulatory expertise.

Watch now

News & Media Coverage

Article

Pegasystems Software Robots Help Banks Onboard Institutional Customers

Integrating robotics into an application suite provides efficiency and allows banks to pull the right data when they need it.

Read the Forbes article
Article

How to Cross-Sell With a Customer Focus

Financial institutions rely on cross-selling for growth and income, but global regulations are driving a new approach.

Read our blog post
Article

Banks Earn Fees Faster: Pegasystems Cuts Corporate Onboarding Time By 70 Percent

Banks can streamline onboarding by driving activities in parallel, across products and geographies.

Read the Forbes article
Article

Pegasystems Rolls Out KYC Aid for Banks

Large banks can tackle this costly, time-consuming function with Pega Client Lifecycle Management.

Read the PYMNTS.com article
Article

Why Your Corporate Banking Clients Just Aren’t Feelin’ the Love

According to industry expert Ron Wellman, banks need to help corporate clients feel more connected.

Read our blog post
Article

Regulatory Compliance and Customer Centricity: Can Banks Address Both?

With the right tools, banks can deliver a customer-centric experience while staying compliant.

Read our blog post
Article

59% of Bankers See Payments by Wearables As Common Within Two Years

A study of senior bank executives provides insights into the digital future of financial services.

Read the MediaPost article
Article

What Do You Think Your Customers Think of You?

Customer service quality varies widely. What is your bank doing to address key moments of truth?

Read our blog post

Featured Clients

See How Pega Can
Help Your Business

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