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 personalised, relevant way.
"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."