Sales Automation for Financial Services
Deepen relationships by matching banking offers to customer needs. Empowering agents with guided processes and contextual, actionable insights driven by AI leads to revenue growth.
Pega’s CRM solution unifies marketing, sales, and customer service. A connected customer journey allows agents to focus on customers and establish trust.
Respond swiftly to regulatory and market change. With an agile, model-driven platform, banks can incorporate best practices and re-use components to reduce cost and decrease time to market.