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A marketing management system for the next best action

Pega Marketing for Financial Services

Improve customer sales and satisfaction during every interaction.

"Pega is not just another vendor in the hype cycle. We use AI to automate decisions… making better contextual offers, more personal interactions, and respecting the customer’s preferences for communication."

Jim Saleh Sr. Director, Process Automation COE

Get to know Pega Marketing for Financial Services


Real-time Next Best Action

Instead of pushing outbound offers, deliver personalized, one-to-one engagement marketing during existing customer interactions. Pega’s next-best-action approach arbitrates between sales, service, risk, retention, and operational concerns in real time to optimize your messages.

customer value in the marketing space

TCS: Working with Pega to drive customer value in the marketing space

Industry interfaces

Pega Event Strategy Manager

In Pega, businesspeople use a browser-based canvas to connect to streaming data sources, and then build event strategies visually to detect patterns.

Decision Hub

The Customer Decision Hub

Win over fickle and demanding banking customers efficiently and effectively. Pega’s Customer Decision Hub acts like a brain supercharged with memory and predictive, real-time marketing intelligence.

Better decisions, faster

Better decisions, faster

Enterprises need to rapidly deliver next best actions that improve customer engagement and increase loyalty. Pega provides a business-friendly interface that makes defining even the most complex strategies simple, with no IT expertise needed.

Additional Product Features

Simulate and view how key adjustments in marketing tactics can lead to more optimal outcomes.

Easily design, build, and execute inbound and outbound strategies in a single place.

Embed Pega directly into mobile or Web channels to reach your customers more effectively.

Retrieve customer data from existing systems in real time while preserving data integrity.

Pega’s scaled, tiered cloud environment drives faster time to market.

Third-Party Model Importing

Operationalize existing predictive models by using PMML to minimize integration effort.

Related Resources

A unified digital government

White Paper

Pega Marketing vs. Salesforce Marketing Cloud

It’s time to reevaluate how your marketing system is supporting – or slowing down – your business.

Get the white paper
1:1 Personalization


The New Art of Cross-Selling in Retail Banking

Banks aiming to be successful in today’s rapidly evolving market need to flip their focus back to the customer, or risk being left behind.

Get the eBook

Customer Case Studies

See how customers are using Pega Marketing for Financial Services to transform their enterprises.

PNC logo

Case Study

PNC: Compelling, Data-Driven Customer Experiences

PNC set out to build a compelling customer experience with data, analytics, and customer insight at its core.

Check out the case study

RBS: The always on customer brain

Learn how RBS is using decisioning to deliver a personalized customer experience.

CBA: Enabling meaningful customer conversations

Hear how Commonwealth Bank of Australia (CBA) delivered "next best conversations" leading to 10 times more leads and a 300% improvement in conversations.