Events & Webinars

On-Demand Webinar

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.

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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.

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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.

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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.

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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

Related Resources

Data Sheet

Pega Sales Automation for Financial Services

Deliver proactive insights to agents, reps, and managers.

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Data Sheet

Solving Critical Commercial Banking Challenges

Make every interaction an opportunity to strengthen your client relationships.

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Video | 3:48

Isbank Optimizes Over 500 Processes

Development productivity up 60 percent. Forty legacy systems consolidated. See how Isbank transformed.

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