Does your CRM enable relationship selling?

The tides of customer relationships for financial services are turning. Customers expect more from the banks and firms where they do business. Pega can help.

Firms must embrace a new way; one that supports a deep understanding of customer needs, a consultative approach to problem solving, and relevant recommendations to their customers. Guest speaker, John Bruno of Forrester Research, shares findings from a recent Pegasystems-commissioned study* on this shift in financial services, including:

  • How customer expectations are shifting
  • What obstacles prevent firms from better serving their customers
  • What steps firms are taking to evolve their businesses

*June 2017 commissioned study conducted by Forrester Consulting on behalf of Pega


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