Skip to main content

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Pega is #1 in software for customer engagement and operational excellence.

Pega Client Service for Commercial Banking

Transform your client experience in any channel.

"I’m very confident in saying that if we didn’t have Pega, we would find it difficult to respond to customer needs."

1:02
Simplify banking customer service with Pega
Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
  • Chapters
  • descriptions off, selected
  • captions off, selected
      Get to know Pega Client Service for Commercial Banking
      3:07
      Build for Change: Omni-Channel UX
      Video Player is loading.
      Current Time 0:00
      Duration 0:00
      Loaded: 0%
      Stream Type LIVE
      Remaining Time 0:00
       
      1x
      • Chapters
      • descriptions off, selected
      • captions off, selected
          feature1-commercial banking
          Link conversations with
          omni-channel experience

          With Pega, your clients’ experience transitions seamlessly across channels and devices without losing the context of the conversation.

          2:34
          Build For Change: Next Best Action
          Video Player is loading.
          Current Time 0:00
          Duration 0:00
          Loaded: 0%
          Stream Type LIVE
          Remaining Time 0:00
           
          1x
          • Chapters
          • descriptions off, selected
          • captions off, selected
              feature2-commercial banking
              Improve interactions with
              intelligent guidance

              Pega anticipates what each client needs based on the situation. During interactions, it intelligently suggests the next best action, guiding users step by step through a personalized client service experience.

              2:38
              Build for Change: Case Lifecycle Management
              Video Player is loading.
              Current Time 0:00
              Duration 0:00
              Loaded: 0%
              Stream Type LIVE
              Remaining Time 0:00
               
              1x
              • Chapters
              • descriptions off, selected
              • captions off, selected
                  feature3-commercial banking
                  Optimize service with
                  dynamic case management

                  Deliver an exceptional client experience every time. Pega connects people, systems, and enterprise processes to resolve inquiries, track related information, automate and assign outstanding tasks, and connect front and back office activity for end-to-end resolution.

                  1:52
                  Pega Client Service for Commercial & Investment Banking
                  Video Player is loading.
                  Current Time 0:00
                  Duration 0:00
                  Loaded: 0%
                  Stream Type LIVE
                  Remaining Time 0:00
                   
                  1x
                  • Chapters
                  • descriptions off, selected
                  • captions off, selected
                      feature4-commercial banking.png
                      Simplify the complex with
                      an intuitive service desktop

                      Pega’s unified client contact center interface is easy to work with, yet powerful enough to support the client service complexities of large organizations.

                      2:25
                      Build For Change: Mashup
                      Video Player is loading.
                      Current Time 0:00
                      Duration 0:00
                      Loaded: 0%
                      Stream Type LIVE
                      Remaining Time 0:00
                       
                      1x
                      • Chapters
                      • descriptions off, selected
                      • captions off, selected
                          feature5-commercial banking
                          Seamlessly integrate with
                          Web and mobile mashup

                          Deliver a consistent client experience by embedding Pega directly into your existing channels. Pega Mashup brings the intelligence of our Case Management directly to the client touchpoint, instead of hard-coding logic into each channel independently.

                          Additional Product Features

                          Two or more parties can securely share the same webpage with just a single click.

                          Manage the entire client lifecycle, from first phone call to request close.

                          Fetch client data from different sources in real time, in a way that’s easy to build and maintain.

                          Pega’s scaled, tiered cloud environment supports the Pega Client Service application.

                          Pega Social Engagement

                          CSRs can listen to social conversations, analyze client sentiment, and give an appropriate response.

                          Pega Chat

                          Provide an efficient, consistent client service experience to website visitors.

                          Pega Services and Connectors

                          Pega interfaces with your systems using standard protocols like HTTP, SOAP, REST, MQ, JMS, and SQL.

                          Clients and employees can interact through a user experience optimized for their devices.

                          Share this page Share via X Share via LinkedIn Copying...