Wholesale banks today must deliver differentiated service while maintaining highly efficient operations, at a time when lower interest margins and burdensome regulations threaten banks' profitability. Pegasystems' rules-based Business Process Management (BPM) solutions close the execution gaps that arise when business operations are unable to keep pace with management objectives, such as tailored self-service, proactive customer knowledge, and operational risk reduction. The unsurpassed agility enabled by SmartBPM^® helps banks achieve growth, productivity, and compliance — now and in the future.

Pegasystems' industry-leading SmartBPM Suite enables wholesale banks to automate and enhance a wide range of business processes. It enables continuous improvement by providing the full lifecycle of application functionality — model, build, execute, and monitor. This allows organizations to capture objectives, optimize processes, and drive work to completion. Global financial institutions like JPMorgan Chase, HSBC, Bank of New York, and UBS rely on Pegasystems to provide flexible, scalable BPM solutions that enhance their existing systems and deliver increasing value.

As a complement to the SmartBPM Suite, Pegasystems offers solution frameworks that include packaged capabilities and best practices for specific activities within the bank. These include Smart Investigate for Payments™, Smart Investigate for Securities™, and SWIFTNet Exceptions and Investigations™, for exceptions management; Self-Service for Smart Investigate™, for exceptions-related customer service and self-service; SWIFTNet Cash Reporting™, for real-time account and transaction inquiries; and Customer Process Manager™, for intelligent contact center customer service.

Solutions In Action


Account Openings Surge With BPM	CRM and Fulfillment in Five Months	BPM System Speeds Set Up	Compliance and Fraud System Cuts Losses
Automated Approvals Cut Risk	Solution Delights Customers	New Backbone Halves Labor Costs	Government Agency Improves Services
Swiss Bank Ups Close Rate	Bank Gets One Stop Service	BPM System Serves 26 Countries	Investigator Effectiveness up 40%
Bank BPM in 90 Days	New Tools Enhance CRM Operations	Enterprise Backbone Saves $10 Million	Better Tools Cut Losses