Webinar

Does your CRM enable relationship selling?

  • Video
  • 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.

Firms must embrace a new way; one that supports a deep understanding of customer needs, a consultative approach to problem solving, and relevant recommendations to their customers. Guest speaker, John Bruno of Forrester Research, shares findings from a recent Pegasystems-commissioned study* on this shift in financial services, including:

  • How customer expectations are shifting
  • What obstacles prevent firms from better serving their customers
  • What steps firms are taking to evolve their businesses

*June 2017 commissioned study conducted by Forrester Consulting on behalf of Pega


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