CAMBRIDGE, Mass., April 19, 2017 (GLOBE NEWSWIRE) — Pegasystems Inc. (NASDAQ:PEGA), the software company empowering customer engagement at the world’s leading enterprises, today announced enhancements to the Pega® Sales Automation for Financial Services application. The new features will provide financial institutions with advanced artificial intelligence (AI) and decisioning capabilities to implement more customer-centric sales practices, grow revenues, and increase efficiency.
In an era of intense speculation and scrutiny of financial institutions’ sales practices, banks need to focus on relationship building through customer-centric engagements while ensuring relevance and regulatory compliance. Pega Sales Automation for Financial Services now includes new AI features to enable sales agents with intelligent guidance throughout the sales cycle so they can engage with customers and prospects in a more personalized, relevant way. 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.
With Pega Sales Automation for Financial Services, banks can provide customers with optimal experiences and relevant offers throughout the sales cycle in the following ways:
Pega Sales Automation for Financial Services is available now and can be deployed via the user’s preferred implementation: Pega® Cloud, customer managed cloud, or a hybrid approach. Built on the Pega® Platform, it uses AI to anticipate, automate, and intelligently guide users with next-best action recommendations throughout critical interactions.
Pega Sales Automation for Financial Services will be demoed at PegaWorld 2017, to be held June 4-7 at the MGM Grand in Las Vegas. For more information, visit: https://www.pega.com/events/pegaworld.
Quotes & Commentary:
“Consumer trust in banks has been eroding as the result of very public regulatory scrutiny, making it critical for banks to restore confidence,” said Ron Wellman, global director and industry principal, CRM solutions for financial services, Pegasystems. “Intelligent sales practices enable sales staff to offer relevant products and services to customers while maintaining compliance, which ensures customers feel their needs are being considered and met. With Pega, banks can focus on what’s most important: building strong, long-lasting customer relationships while ensuring regulatory-complaint practices.”
About Pegasystems Pegasystems Inc. is the leader in software for customer engagement and operational excellence. Pega’s adaptive, cloud-architected software –built on its unified Pega® Platform –empowers people to rapidly deploy, and easily extend and change applications to meet strategic business needs. Over its 30-year history, Pega has delivered award-winning capabilities in CRM and BPM, powered by advanced artificial intelligence and robotic automation, to help the world’s leading brands achieve breakthrough business results. For more information on Pegasystems (NASDAQ:PEGA) visit www.pega.com.
All trademarks are the property of their respective owners.
CONTACT: Press Contact:
Jonathan is the founder and editor-in-chief of TrustedNerd.com. Covering major tech shows such as CES, Jonathan is always there for the latest tech news. Want your gadget to be reviewed or have a release you'd like to be considered for publishing? Send Jonathan an email, jonathan [at] trustednerd.com