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Pega for Financial Services

Pega for Financial Services

Forge lasting customer relationships and accelerate digital transformation.

Accelerate Customer Acquisition

To get customers, you need to 'get' your customers

To attract new customers, you need to be as slick, fast, and personalized as their favorite brand. Consumers expect a lot, and they won’t do business with you unless you get it right.

Seems tough, right? Not if you combine real-time data, AI technology, and an integrated CRM stack that delivers guided interactions and personalized experiences across all of your channels – from your website to your branch network and beyond.

With today’s consumers, you can’t afford to get it wrong. Pega empowers you to make the right offer to the right person – every time.

Ebook OG


Put service first in banking

Your customers aren't going to wait. Take a proactive, personalized approach to customer service.

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Master the new art of cross-selling
Master the new art of cross-selling

How banks must revitalize their approach to “relationship banking” through a tech-forward lens.

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Deepen Customer Relationships and Wallet Share

Forget numbers. Think relationships.

Cross-selling as you know it is dead. Bad decisions and increased scrutiny killed it. To grow your share of wallet, think relationships.

That means you’ll need to flip your focus from the numbers to the customer. You'll need powerful technology that sees further and thinks smarter. And you'll need the right tools to deepen existing relationships so you can make suitable, compliant offers in the moments that matter.

With Pega, you can understand and analyze context in real time, whether a customer is at a branch or in your app. AI-powered recommendations let you take relevant and personalized actions and achieve that tricky balance between customers’ needs and your own. That means you’re looking at a win-win with every interaction.

Build Loyalty With Every Interaction

Are your customers seeing someone else?

Some of your best customers are thinking about leaving you. They aren’t getting the personalized service that today’s consumers demand and there are plenty of banks out there to choose from. Sure, you might make a last-ditch offer of waived fees or a free account, but it may not be enough to keep them from walking out the door.

What if you could predict what your customers need and provide it when and how they want it? Instead of batch and blast, you'll have the power to deliver the right offer to the right person at the right time.

With Pega’s proven AI technology, you can personalize any retention offer, on any channel. You can proactively initiate a sales or retention conversation with a customer the moment an issue arises. Even better, you can proactively contact them before they encounter a bad experience.

Predicting the future. Boosting loyalty. And outshining the competition. Not a problem with Pega.


Revolutionize the consumer banking experience with AI

Watch this webinar discussing how leading banks are delivering unified, one-to-one experiences across every channel.

Build for Change with omni-channel UX

Give your banking customers a consistent experience via any channel.

Deliver Fast, Seamless, and Personalized Customer Service

Exceed expectations. Every time. On every channel.

Your digital-only customer doesn’t exist. Your single-branch customer is a myth. Today, you simply have customers, and they expect the same consistent, top-notch service however they engage.

Trying to stay ahead of these shifting demands may seem like an uphill battle. You need more than just a digital front-end. You need under-the-hood power to make the experience easy.

With Pega, you can deliver a consistent experience everywhere. At the branch. On your app. On the phone. On live chat. On new channels that don’t even exist yet. Our next-gen service application goes beyond a 360-degree view to deliver insights that can be actioned in the moment on any channel.

The industry’s only unified automation engine streamlines and simplifies interactions, so you can deliver seamless service across all customer touchpoints. AI-driven insights and guidance ensure successful, personalized outcomes. Every. Single. Time.

Streamline Service Operations

No pain. All the gain.

Some customer requests are easy. Want a copy of your statement? No problem.

But then there are the problem children. And, of course, the backbreakers often correspond with the moments that really matter. When your customers come to you for help, especially when dealing with your highest value products and offerings, your service has to be perfect…even if your back-end software is still pretty ugly.

Pega is engineered to automate across silos, finally connecting your front-end channels to your back-office operations. Even your most complicated processes will appear seamless to your clients, even those using self-service digital channels. They get the results they expect, and you drastically reduce your cost of service. Money in the bank.

ANZ: Transforming global business ops

With Pega, ANZ reduced the number of applications to resolve an inquiry from fourteen to one.

Pega Client Lifecycle Management

Dramatically cut time to revenue while ensuring compliance with evolving global and local regulations.

Modernize the Customer Onboarding Lifecycle

Treat your customer like you would want to be treated

Onboarding needs to be easier, faster, and compliant. Yet it’s most customers’ number one complaint.

How do you get customers transacting faster? Reduce repetitive and manual tasks. Manage your processes in parallel across lines of business and jurisdictions: KYC, due diligence, credit, tax, and legal through to fulfillment.

How do you reduce the burden on customers? Orchestrate straight through processing, eliminate duplicate customer requests, and optimize integrations with data providers.

How do you stay compliant? Enforce KYC requirements by automatically applying them based on customer type, geography, product, and risk.

Only Pega CLM delivers a unified, multi-channel application that does all of this and more. We make it easier to manage customer journeys, break down barriers, and turn complaints into kudos.

Deliver Applications Faster

Forget 'low-code.' Go 'no-code.'

Imagine an environment where application development time is reduced from months to days. Where you can easily make changes to an app without the time and cost of recoding. Where your business people – marketers, sellers, CX leaders, operations experts – build the software they need.

With Pega, you don’t code software. You design it. Need to process a new type of work? Draw the case lifecycle. Want to do one-to-one marketing? Design your decision strategies.

Breaking the shackles of code delivers immediate results. You build and change applications faster. You expand into new channels and launch new products at will. You deliver extraordinary value to your business. And your IT team empowers your business team to take joint ownership of their strategic applications.

Once you get code out of the way, the possibilities are limitless.

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Designing is faster than coding

Applications built in Pega go live 6.4x faster than code. Change is 8x faster. Adding a mobile channel is 40x faster.

Forge lasting customer relationships and accelerate digital transformation

Explore featured applications and solutions for consumer banking:
Pega Marketing for Financial Services

Improve customer sales and satisfaction during every interaction.

Pega Customer Service for Retail Banking

Give customers a great experience each and every time.

Pega Client Lifecycle Management

Expedite onboarding and time to transact while managing KYC due diligence.

Pega Smart Dispute for Issuers

Streamline compliant dispute and claim processing of all types.