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Transform Client Lifecycle Management Across Financial Services

Pega software streamlines complexity from sales, onboarding, and KYC through to service, delivering a consistent, compliant experience.

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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 Products

Retail Banking
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

 

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

 

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

Intelligently guide sales professionals through the sales process with

Pega Sales Automation

 

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

 

Financial Markets
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

 

Intelligently guide sales professionals through the sales process with

Pega Sales Automation

 

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.

Learn more

 

Events and Webinars

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On-Demand
Webinar

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.
Watch now

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On-Demand
Webinar

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 and Media

Blog: Is Cross-Selling Dead?
Blog: Is Cross-Selling Dead?

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

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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

media coverage
media coverage

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

media coverage
media coverage

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

media coverage
media coverage

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

media coverage
media coverage

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

media coverage
media coverage

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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