Financial Services

Transform banking processes with governed AI and automation

Global and local banks use Pega to enhance their customer engagement, onboarding, lending, servicing, collections, and financial crime – without compromising compliance.

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Start with the process you want improve the most

Financial services demand seamless processing for onboarding, lending, payments, collections, financial crime, and more. Reimagine your processes with Pega Blueprint and run work end-to-end with consistent rules and processes built for banking.

Customer Engagement

Turn every acquisition, onboarding, and service moment into a chance to earn loyalty and revenue. Relevant for: Marketing, personalization, and engagement leaders.

Onboarding, KYC and CLM

Manage onboarding of customers, KYC reviews and end-to-end Customer Lifecycle Management. Relevant for: Onboarding, CLM, KYC, and compliance leaders.

Lending

Move faster from application to settlement, with consistency and transparency at every step. Relevant for: Lending, credit, and risk leaders.

Customer Service

Resolve account issues and complaints across channels, with less manual effort and more visibility. Relevant for: Service and contact center leaders.

Payment Issues

Resolve consumer payment disputes, commercial payment exceptions, and fraud across different payment types and rails. Relevant for: Payments operations and fraud leaders.

Operations

Turn reconciliations, remediation, and back office operational work into a more efficient and scalable advantage. Relevant for: COO and operations leaders.

Financial Crime

Unify alerts, investigations, and case management across AML, sanctions, and fraud. Relevant for: AML, sanctions, and compliance leaders.

Collections

Reach customers earlier with guided processes and self-service that make hardship avoidable and easier to manage. Relevant for: Collections and hardship leaders.

Guaranteed predictable outcomes. One governed foundation.

Grow
revenue

Make every interaction count across acquisition, onboarding, growth, retention, and service with relevant, explainable engagement built to earn stronger loyalty and customer lifetime value.

Operate efficiently
& reduce costs

Automate back-office operations in your onboarding, KYC refresh, lending, and exception management processes. Apply predictable AI to drive scalability and consistent service levels.

Modernize
faster

Replace existing legacy systems with market leading agentic AI and orchestration and deploy changes in hours, not weeks. AI speed with enterprise grade reliability.

Proven at the world’s largest financial institutions

Top businesses. Real results. Value delivered in production, at scale, under real regulatory scrutiny.

Recognized as a Leader in the Forrester Wave™: AI Platforms, Q3 2026 and the 2025 Gartner® Magic Quadrant™ for Business Orchestration and Automation Technologies.

Let's get started

Address the process where you need the most improvement for revenue, cost, risk, or service level.

Reimagine a process in Blueprint