White Paper

Delivering the Ideal Customer Experience: Pega CRM Solutions for Financial Services Institutions

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Achieve the Best Possible Outcome for Your Customer and Your Business

Pega revolutionizes customer relationship management (CRM) to deliver the idealcustomer experience. Unlike traditional solutions that treat marketing, sales, onboardingand service as disconnected activities, Pega makes it easy to manage the entire customer life cycle. From delivering relevant offers and converting leads intosales to simplifying on-boarding and resolving complex inquiries, Pega effortlessly blends these activities into a seamless experience that can dramatically increasecustomer satisfaction, retention and profitability.

Built on Pega’s agile Build for Change® technology, Pega CRM maximizes flexibility, enabling IT and business people to collaborate as never before to rapidly transform business goals into better business outcomes. Pega’s unified platform can be built and deployed on the cloud or on-premise and moved transparently between these environments, so that IT organizations can significantly reduce effort, complexity, costand risk.

Whether you are looking for a complete, end-to-end solution or want to augment your current sales, marketing, on-boarding or service technology, Pega CRM has the perfect solution to meet your needs.


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