Use case examples
The table below presents an example list of common use cases. Each represents a scenario in which a customer may utilize Pega Customer Decision Hub for Financial Services to achieve a business objective:
| Use case | Description |
| Retention | The application provides the agent with the tools to ensure that they understand the value of the customer and the best options to retain customers who are looking to churn. |
| Cross-Sell/Upsell | Next Best Offer prioritized ranking is supported by all the necessary arguments and collateral to convert the opportunity. |
| Negotiation-Based Selling | This engagement type takes a more consultative approach to selling by putting the customer in charge of the conversation while ensuring that the negotiation stays within the budgets calculated for this customer. |
| Product/Service Usage Stimulation | Communicating to customers proactively to entice or stimulate product or service usage. Calculating the right incentive for each customer will ensure a higher conversion rate. |
| Renewal Reminders/Retention | Targeting customers who are approaching key product events to ensure they remain loyal customers. |
| Newsletter, Article, Content Marketing | Driving traffic to landing pages or microsites to capture customer details and fuel lead capture and conversion processes. |
| Significant Event/Anniversary Communication | Daily Campaigns that seek out customers with important anniversary dates with specific, personalized messages, for example, Birthday Campaign. |
| Acquisition | Either direct to customers or via prospect lists to drive growth of the customer base. |
| On-Boarding | Initial communications focusing on things like Welcome packs, Sign-up for Auto-Pay, Payment reminders, and product and service awareness. |
| Product/Service Promotion | Product and service promotions to generate awareness or education to support or coincide with product launches. |
| Retargeting | Targeting customers who partially engaged on with appropriate messaging to reinforce the features and benefits. |
| Viral Marketing | Capturing customer details and other related data items and using these to trigger other marketing messages to create the potential for very high visibility and visibility of the company messages. |
| Incentive-Driven, Game-Oriented Marketing | Using what we know to tailor individual communications for each customer to ensure they are relevant, timely, and appropriate. |
| Seasonal Marketing | Keeping organizations in the mind of the customer at relevant times of the year. |
| Bundling | By packaging up multiple actions within a parent action, bundling enables organizations to communicate a tailored package of actions to each customer. |
| Location-based marketing | Target customers based on their location using Geofence functionality. |
| Event initiated/Trigger marketing | Respond to real-time marketing opportunities by pushing relevant actions to customers. |
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