Pega Sales Automation for Financial Services
"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."
Get to know Pega Sales Automation for Financial Services
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.
Guide selling with
personalized sales processes
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.
Eliminate silos with
a unified CRM suite
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.
Engage anytime with
mobile enabled banking
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.
Satisfy regulators with
fully compliant audit trails
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
Territory Management
Create multiple territory models and associated permissions for direct and channel sales teams.
Account and Contact Management
Have a complete view of customer/agent activity history, communications, and internal discussions.
Lead and Opportunity Management
Track leads and opportunities from creation to close, and manage sale stage requirements.
Tasks and Activity Management
Automatically trigger reminders, tasks, and activities for approvals, onboarding steps, and more.
Sales Content Management
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
Analyst Reports
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.
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.
