Pega Sales Automation for Financial Services optimizes the efficiency and effectiveness of your entire sales organization at every stage in the sales lifecycle. Sales Automation for Financial Services offers Artificial Intelligence based guidance, process automation from lead to fulfillment, and gives business users the flexibility to adapt your sales process. With Pega, insights find your reps and managers; you can quickly standardize and automate the sales process, and provide management with insights across multiple market segments, products, team members, geographies, accounts, and channels.

• Features
• Case types and workflows
• Roles, portals, and dashboards
• Primary data entities
• Further reading