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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."

Get to know Pega Sales Automation for Financial Services

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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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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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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.

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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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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?

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

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.

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Case study

Alfa-Bank Sales Transformation

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

OCBC Bank preview card

Case study

OCBC: Setting New Standard for Customer Accounts

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

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Case study

SunTrust Bank: Online customer onboarding grows 400%

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

See how Pega can help your business

Talk to an expert and see how Pega can transform your customer experiences with next-generation software applications and solutions.