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Pega Sales Automation for Financial Services

Build relationships, guide advisors, and grow revenues.

"We are transforming the way our sales staff interact with clients using mobile devices, real-time decisioning, and robust 360 views of the client holdings and previous interactions."

Sales Automation for Financial Services
Sales Automation for Financial Services
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Get to know Pega Sales Automation for Financial Services

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Go beyond the campaign with Pega Marketing
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      financial services automation that improve relationship banking

      Improve relationship banking

      Align suitable products and services with customers’ needs using AI-driven predictive analytics. Pega’s system empowers agents with top offers that drive revenues, as well as the insights they need to provide customer-focused responses and financial advice.

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      Build for Change: Intelligent Guided Selling
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          financial services automation that personalizes sales processes

          Guide selling with
          personalized sales processes

          Ensure all agents and trusted advisors maximize their capabilities with automated, intelligently guided next best actions. Our system blends predictive analytics, knowledge management, and customizable process flows to quickly change sales methodologies to align with priorities and meet compliance needs.

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          Go beyond the campaign with Pega Marketing
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              financial services automation that eliminates silos with a unified CRM suite

              Eliminate silos with
              a unified CRM suite

              Present “one bank” to the customer by connecting marketing, sales, onboarding, and customer service through their entire journey. When a customer’s accounts, transactions, and banking activities are all in one place, everyone can focus on what matters: customer trust.

              financial services automation with mobile enabled banking

              Engage anytime with
              mobile enabled banking

              Collaborate with clients in a branch or on-site using the Banker’s Tablet™. Use our iOS or Android application for mobile access to scheduling, notes, and opportunity details.

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                  financial services automation with compliant audit trails

                  Satisfy regulators with
                  fully compliant audit trails

                  Whether coaching sales staff or filling customers’ product, account, or service needs, banks need to ensure every move satisfies regulators. Through guided processes and a full audit trail, Pega’s system helps banks with all their compliance needs.

                  Additional Product Features

                  Create multiple territory models and associated permissions for direct and channel sales teams.

                  Have a complete view of customer/agent activity history, communications, and internal discussions.

                  Track leads and opportunities from creation to close, and manage sale stage requirements.

                  Automatically trigger reminders, tasks, and activities for approvals, onboarding steps, and more.

                  Share files, discuss them, and push content in real time based on sales situation.

                  Omni-Channel Management

                  Tap into client/prospect on- and off-line activities with Pega Marketing and Pega Customer Service.

                  Related Resources

                  Does your CRM enable relationship selling?
                  Video duration: 52:24

                  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.

                  Pega Onboarding & KYC
                  Video duration: 03:09
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                  The world’s largest banks rely on Pega Onboarding and Know Your Customer to manage institutional, advisor, fund and correspondent bank onboarding.

                  Customer Case Studies

                  See how customers are using Pega Sales Automation for Financial Services to transform their enterprises.

                  Case study

                  Learn how Pega was able to help Alfa Bank to improve sales effectiveness, increase cross-sell revenue, and decrease attrition.

                  Case study

                  Learn how OCBC achieved 40% higher customer satisfaction scores than competitors.

                  Case study

                  Learn how SunTrust’s new Sales Application Center delivered profitability and a superior customer onboarding experience.

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