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Sales Automation for Financial Services: Guided Selling

Pega Sales Automation for Financial Services offers advanced artificial intelligence (AI) and decisioning capabilities to implement more customer-centric sales practices, grow revenues, and increase efficiency. These advanced AI capabilities will enable everything from internal processes such as gaining access to relevant customer information across the organization, to customer-facing interactions such as identifying the right products for a customer's financial needs and goals, or understanding the best time to propose an offer.


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