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Pega Next-Best-Action Advisor for Financial Services

Updated on January 22, 2021

An agent-assisted channel application that provides a best practice implementation of Next-Best-Action for use by call center agents, retail users and brokers. Includes UI panels and decision logic for action presentment, bundle negotiation, what-if analysis, needs assessment and house-holding. Pega Next-Best-Action Advisor provides flexible deployment options, allowing it to be deployed within Pega Customer Service for Financial Services and Pega Sales Automation for Financial Services, as a standalone application or embedded within a third-party desktop.

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