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Financial Services application

Pega Sales Automation for Financial Services includes all of the Pega Sales Automation application capabilities. In addition, Pega Sales Automation for Financial Services has features that are focused on guided selling and financial services-specific terminology. It also integrates capabilities from Pega Foundation for Financial Services, to provide an out-of-the-box experience that optimizes productivity and simplifies core sales processes.

For more information, see Application stack.
The topics in this section describe only the additional capabilities available in Pega Sales Automation for Financial Services. Explore other book chapters to learn more about all of the Pega Sales Automation for Financial Services features.

Pega Sales Automation for Financial Services uses analytics, intelligent process automation, real-time AI, and model-driven capabilities to provide intelligent guidance to sales professionals and relationship managers in the financial services industries. For more information, see the Pega Sales Automation for Financial Services Product Overview on the Pega Sales Automation for Financial Services product page.

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