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Personalize every banking interaction

Instantly identify customer needs to tailor each experience Make it personal by analyzing each customer profile and journey to determine the next best action – all in real time.
Key benefits

Create relevant customer experiences

Build trust through empathy

Easily shift between service and sales

Featured customers
Wells Fargo talks personalization

See how Wells Fargo uses its data to start relevant conversations with its customers.

Check out the case study
Making every interaction count

Find out how Commonwealth Bank of Australia delivered 50 million next best conversations.

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Swedbank navigates complexity

Discover how Swedbank created a digital, personalized banking experience for customers.

Check out the case study

Relationship Deepening

Understand current customer needs and context, in real time

What’s next for each of your customers? With Pega, you can personalize every digital touchpoint and build lifetime value through AI-powered decisioning to seamlessly create a tailored experience.

Personalized Sales and Service

Seamlessly equip your agents to delight your customers

By helping your agents to switch between selling, serving, and retaining, you can find the best path forward for you and your customers – no matter where they’re at in their journey.

How Pega helps you improve Making the best offer is all about reading signals. Pega monitors each customer's context in real time, and uses AI to determine when they're in market.

Amanda uses U+ Bank's mortgage calculator, indicating she's in the market to buy a home.

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It's all in the data Next
Once you've identified a need, you need to make the right offer. Pega calculates propensity scores for every action in real time, then recommends the next best action based on that customer's unique needs and its potential value to your business.What's the next best action?

Amanda is 64% likely to respond to a mortgage offer.

Next
To seal the deal, personalization is key. Pega's Next Best Treatment lets you customize every aspect of the experience with perfectly tailored words, images, and layouts.Optimize the customer experience

A mortgage offer, tailored for her

Next 
By adding value during every interaction, your customers feel heard – and you earn the right to expand your relationship, while driving long-term loyalty. 

Presenting an autopay offer will perfectly complement Amanda's new mortgage.

Earn customer loyalty Next
All customers deserve a journey as personalized as Amanda's. Start delivering personalized offers – and increasing lifetime value – with Pega Customer Decision Hub™.Learn about the upsell and cross-sell Microjourney™
The leader in customer engagement

Find out why Pega ranked #1 in The Forrester Wave, Real-time Interaction Management, Q4 2020.

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Learn how 489% ROI is possible

Forrester examined the Total Economic Impact™ (TEI) of deploying the Pega Customer Decision Hub.

See the results
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Ready to get started? We can’t wait to show you what’s possible with Pega. Request a demo