wells fargo pega user group october meeting · pdf filewells fargo pega user group october...

1 1 copy 2012 Confidential Pegasystems Inc

Wells Fargo

Pega User Group

October Meeting

Stephen Chu Account Executive

Felicia Jackson Account Executive

Robb Wheeler Account Executive

Emmitt Ray Managing Account Executive

2 2

Speakers

Peter van der Putten

Director Decisioning Solutions WW

Stephen Zisk

Senior BPM Product Marketing

Manager


Decisioning Overview

Wells Fargo Pega User Group



4 copy 2012 Pegasystems Inc

Next-Best-Action Optimizing Value For Each Customer

Channels

Business Objectives

Growth

Retention

Service

Risk

Customer Needs

Contextual

Timely

Consistent

Relevant

11

Business Case


Next-Best-Action Customers Speak

ldquoPegarsquos real-time decision

management system acts as the

brain of our operation directing all

of the interactions across

channelsrdquo

ldquoDecisioning really forces

cross-channel consistency and

relevancy itrsquos very powerful

customers appreciate thatrdquo

ldquoWersquove transitioned to a market

where we really need to extract all

the value we can from every single

interactionrdquo

ldquoCustomer value management for us

means we understand what

customers really want in return we

offer them exactly what they needrdquo

Customer amp Agent Scenarios


Banking Example Balancing Marketing and Risk throughout the Banking Lifecycle

Customer Acquisition

Account Opening amp On-

boarding

Customer Development

Customer Asset

Retention

Segment amp Target

Extend Offer

Open Account

Cross-Sell

Portfolio Risk

Cross-Sell

Resolve Problems

Retention

Adapted from Tower 2009

Make consistent

focused marketing

efforts daily

Use customer

analytics (predictive amp

adaptive) to drive

prospecting

Offer a compelling

value proposition to a

ldquosegment of onerdquo

Broadly discuss other

financial needs amp

existing relationships

Dynamically guide

conversations in real-

time

Capture future

opportunities and

interaction preferences

Cross-sell and onboard

as appropriate

Guide customers and

agents to create

dynamic offer bundles

Increase share of

wallet via cross-selling

Set compelling rewards

and value propositions

Take risk into account

early in the cross sell

decision not

afterthought

Use relationship risk

pricing

Offer appropriate

customer service

Monitor portfolio

profitability and risk

Capture customer

feedback during

interactions

Perform root cause

analysis of service

issues

Develop reactive offers

amp strategies for valued

customers

Coordinate collections

amp recovery actions

across the organization

Win back customers

that have left


A Scenario

Customer is 1000$ overdrawn

In first instance wants to pay bill

In second instance wants to pay in large deposit

Real time decisioning assesses appropriate prompts to

take into account current context


Customer is identified


Context ndash ldquoPay Billrdquo selected


Loan offered as overdrawn


Next Offer ndash Planned Overdraft


Soft relationship prompt offered too


This time large deposit being paid in


Suitable investment for surplus offered


Agenda

Appointment

Simple Needs Analysis performed

In first instance full set of questions asked

In second instance limited time


take into account current knowledge


Selects the Appointment Reason


Interview started



We find out that Peter has children


Next Best Action Driven Bundling

Themes relevant to someone with young kids



Suitable savings products offered that fulfil goal



Additional relevant banking features explained



This interview no time to find out about kids



Different recommendations offered


Unification with Pega Desktop Solutions

for Customer Service and Sales


Next-Best-Action Driven Collections


Multi Channel Online Experience


Multi Channel

Unification with Outbound Marketing


Adaptive BPMCase Mgmt Example Best Next Step

Recommended Alternative

Next Best Actions (2nd best

3rd etc)

Recommended

Next Best Action

System Learns to Map

Context to Next Best Actions

Taken Can be generalized to

recommending most

succesful NBAs

copy 2010 Pegasystems Inc

Business Experience

Business Experience


Pega Decision Management End to End Platform Capabilities

Control

Planning Simulation Monitoring and

Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment

Centralised Decision Hub

Legacy Data

Existing Apps

Strategy

Next-Best-Action Strategies

Collaborative Strategy Design amp Reuse

Insight

Third-party Predictive Models

Offline Predictive Models

Adaptive Models


Graphical Editing of Decision Strategy

Telling the Story

Designed to optimize business by leveraging predictions in a business friendly way

Decisioning components Predictive models

Scorecards decision tables amp trees

Prioritization arbitration and champion-challenger rules

Quickly define business strategies in a graphical way

Link Decision Strategy to Flow Configure to guide the flow

Strategy


Strategy Decision Strategy Example

A Real NBA Strategy


Learning From Feedback (Responses) Adaptive Offer Logic using Predictive Models

Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000

bull Context Enquire

- Balance

2) Preserve Predictive

Data

3) Capture Response and

send to Analytics Server Age = 25 Income = $35000 hellip

Proposition = Personal Loan Response = Positive - Accepted

ADM

Adaptive Models

Learning From Feedback (Responses) Adaptive Self Learning Predictive Models

Insight


Centralized Decisioning

Website

Delivery Deployment

Contact Center

Batch Outbound Channels

Mail

SMSMMS

E-mail

PNC Isbank Akbank

Deutsche Bank Citi TWC Vodafone

Orange O2 etc

ISBANK Lloyds ING Vodafone etc

Retail Shops (own amp 3rd party)

Deutsche Bank Citi

Insurancecom Vodafone O2

RBS Isbank Akbank

YapiKredi etc

Back-office (fe Risk Collections)

BMW CTFS ABN AMRO O2


Decision Strategy Manager in PRPC

ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger

May be inserted in any strategy

Business Planning Control amp Monitoring

Set business KPIs for business dimensions (eg products segments channels time)

Track business performance against KPIs in real-time

Validate against historic performance

Business Simulation

Simulate what-if scenarios against actual interaction data at decision level

View deltas at KPI level to show the business impact (eg product segment channel time)

Instantly deploy Decision Logic parameters

Control


Client Experience ndash Why Who How


Does business have full command

amp control Change at the speed of

business without IT involvement

Weekly daily How to ensure this

is safe from an IT amp Ops

perspective

What channels are used to

interact with customers Inbound

amp Outbound Volumes What

share of interactions is exploited

for recommendations

What should I offer Who should I

retain When Whatrsquos the risk of

this customer

Pega Decision Management Value Quality x Quantity x Agility = Max Value amp Experience

Enterprise

Agility

Customer

= improved customer

experience

= increased profit and

customer value

Enterprise

Improved accept rates Improved save rate at lower

save cost Reduced risk

Increased recommendation volume adoption rate conversions amp profit

The Best

Decision X

Decisions

Anywhere X


Pega Decision Management Example Clients

41


PNC Customer Interaction Management (CIM)

Programme

The CIM is a real-time interaction management system which enables the deliver of a customized and differentiated customer experience delivered through all major customer channels

Focus on offering customer centric treatments offers and messages integrated and consistent across all employee-assisted and self-service channels

At itrsquos core is Pegarsquos real-time decision management tools which act as the ldquobrainrdquo

Real-Time Decision Management

ATM Online Call Center Branch e-Mail Mobile

Customers


Components of the Customer Interaction

Management Program

Centralized Decisions ndash The ability to control customer treatments across all

channels products and services from one central location

Real-time Decisions ndash These decisions are made at the time of interaction ndash this

enables any immediate information or customer actions to be factored into the

decision

Adaptive Learning ndash the ability to automatically learn and adjust your tactics with

every single interaction with very little if any manual intervention

Business Control ndash The business controls the process enabling faster speed to

market and a much more efficient decision process

2-Way Conversation ndash The fact the decisions are in real-time enables customer and

employee input to the processhellip


Scope of the Customer Interaction Management

Program

bull Fully operational in Call Center IVR Online Banking and ATM channels

bull Across credit cards lending deposits and other services

In place since July 2011

bull Add E-mail and Outbound Dialer channels

bull Further develop treatments for Pre-approved Credit Card and Lending Mass AffluentInvestments and Cost to Serve

bull Implementing adaptive decisioning (currently trialing)

Planned for end of 2012

bull 1500 Call Center users (embedded within the Siebel desktop) 6600 ATMs 2800 Branches Tellers PNCcom Mobile Banking IVR and EmailDirect Mail marketing operations

End scope


Outcomes ndash positive feedback on CIM

implementation

Customer Survey Results

bull PNC is rated as having the best customer experience for Banks in the Northeast US

bull PNC is ranked 2nd nationally behind credit unions by Temkin in customer experience

bull Only bank to receive an ldquoArdquo in a recent online marketing review for quality of portal

Contact Centre Channel Feedback

bull Contact Centre Consultants described the experience as awesome and love it

bull some saw significant increases in their referrals in just the first week after deployment


CIBC ndash Marketing and Risk

Pega Decision Management is

the corporate platform for

enterprise decisioning

Risk End scope to include all forms of

lending

Live with back end adjudication and

eligibility consumer credit mortgage

and small business lending ndash all

secured credit risk decisioning

Next phase is unsecured lending and

cards front end lending

Marketing Customer Centric Outbound Marketing

amp Customer Lifecycle Management

Real Time Decisioning for intelligent

offers in inbound contact center


Citi ndash Marketing amp Risk

Pega Decision Management is the corporate platform for enterprise credit risk amp marketing decisioning

Citi Mortgage

Develop a simplified and more competitive product offer process ndash best matching mortgage advice

Be more responsive to commercial and policy changes and regulatory requirements

Product advice

Citi Financial

Sales amp Lending Decisioning

Live online roll out to branch integrated into Chordiant desktop

Combines marketing decisioning with full risk policy with acceptdecline APR calculations third party scores risk ranking credit decisions product recommendations etc

Citi Cards

Intelligent personalized real time cross-sell and retention offers in contact center and on the web

Web is high volume gt900M impressions monthly


Questions and Answers


Question for You

Examples of Wells Fargo Decisions

copy 2012 Confidential Pegasystems Inc

Whatrsquos New in PRPC 63New

in PRPC 63

Stephen Zisk Senior BPM Product Marketing Manager

10182012


PRPC 63 Goals and Delivery

Better overall performance

Improved case management

State-of-the-art visualization

Business user DCO and project management

Pega Mobile in production

Predictive analytics

Imaging and scanning

Faster easier development

First look at PegaWORLD 2012

Released 10 September 2012


Does PRPC

handle Mobile Social

Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that

PegaWORLD 2012 Messaging

This new release revolutionizes how our clients

intelligently automate work and serve customers



Engine changes application-centric caching

Faster search queries streamlined API

Redesigned reporting engine faster queries simpler

setup new charts

Faster UI refactored classes and JIT fetches

Faster analytics engine improvements and support for

high-speed batch


Pega Case Management

Pega is ranked 1 in Case Management

Customers see us as a case solution not a tool

Claims Management Collections Fraud Investigation hellip

Range of work from structured to ad hoc processes

Easy to use visual case design tools

Complete set of case management features

Rich case hierarchy sub-cases content parties calculations

Attachments content integration events

Portals for managers owners and case workers

New Case Management Gallery and Federated Case

Management

What is it Whatrsquos the value

Case Management Gallery complements

the popular UI Gallery

Sample case management application

Sample flows flow actions and sections

Saves time during development by

allowing you to examine working samples

Promotes reuse by making it easier to find

the product features you need

Case Management Gallery


Business managers collate and combine

multiple case management work

streams into a unified whole

Bridge work silos by creating tracking and

sharing case work across systems

Case managers maintain local oversight

support for adaptive and unstructured work

Federated Case Management

Service


Federated Case Handling


Improved reporting Mobile report

formats easier and faster report building

and editing higher performance

Participants and managers enabled for

role-specific information sharing so

speed and quality of decisions is

improved dramatically

State-of-the-art Data Visualization


New chart editor with new types (funnel and pyramid charts) and drill-down events

HTML5-based charts

High performance with large data sets

Broad range of dynamic reports available

Works across all browsers and platforms (including mobile)

Excellent responsiveness for all users



No HTML No CSS No JavaScript

Dramatically improved performance

Generates HTML5

Rich interactive responsive web experience

with no coding needed

Easy to change Cross-browser easy reuse

The future of Web business apps

Powerful Auto-generated User Experience


Generate properties flow actions and

sections from a single tab

Configure properties pages and page lists

Create expressions directly from a field

Business users can automatically

generate and update the data model

user interface and process from a

simple screen

DCO ndash Advanced Fields Generation

Automatically generate more of your app

from a simple form without writing a line

of code or jumping between rule forms


Edit copy delete or document a

specification directly from the case

designer or specification landing pages

Allows you to perform common actions

on specifications without needing to run

a wizard or open a rule form

DCO ndash Simplified Specification Management

Edit directly

inline or use

MS Word ndash itrsquos

your choice

Generate

documentation

without running

a wizard

Case Designer Specifications tab

provides convenient contextual

access to specifications


Define your app with the right people

Start from an existing Framework

Control your project documentation

Use DCO to speed project start and

manage project changes

Tailor the experience for different

enterprises languages and audiences

DCO ndash Other New Features

Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard


Discovery Map controls initial business

design and modeling

DefineImport project requirements and

estimate effort directly

Directly modelview business requirements

and processes at any level of detail

Promote requirements to project tools

(project management test agile design)

DCO ndash Seamless project management


Link directly to Project Management

Framework

Controls in PMF for Agile development

Project artifacts directly tied to BPM

artifacts for visibility and accountability

Tools support modern agile methods

PMF ndash Seamless project management


Support for Mobile

First-Class Pega Experience Participate Collaborate and Monitor

Specialize to Mobile (focused UI and tasks)

Mobile capabilities (real-time notify and interaction)

ldquoNo compromisesrdquo Mobile Experience Native UI and gestures including touch

Mobile work patterns ndash social collaborative expert-driven

Native hardware (GPS camera voice etc)

All form factors ndash phone and tablet

Touch points with Customers Customer interactions not work objects

Use decisioning and intent to provide value

Easy Developer Experience Available on major platforms ndash iOS Android RIM

No additional development or deployment


Mobile support for dynamic reports and

localized portals

Support for mobile features camera

geo-location voice record

Pega extends any app to mobile platforms

Pega Mobile supports new ways of doing

field work investigations incident

management customer and patient care

Pega Mobile in Production


Survey

Pega Pulse for context attachments actions

Integrate with Social Channels

Feedback Survey Tagging Following

Narrative Groups Communities

Handle collaboration and crowdsourcing

Extend Pega apps into Facebook Twitter

LinkedIn

Make social engaging to collect information

Pega Social Capabilities

K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events

Social Channels Collaboration

Pega Pulse

Chat


Tag searching and seeding provide

connections within and between cases

Better case handling and customer

satisfaction through knowledge

management

Case Tagging

Quickly and easily tag

a case with

meaningful keywords

Configure your

application to

automatically prompt

with a default list of tags

Choose from one of the defaults a

tag entered by another operator or

a enter new tag all together


PRPC

The Only Unified Platform

For Developing Business

Applications

Presence- and Context- Aware Intelligent business operations platform supports multi-channel solutions

Back Office Front Office

Web Mobile

FacebookSocial


Overlays display process metrics and

statistics in context

Saves and actions up to 7 times faster

Simple intuitive styles and actions

Identify bottlenecks and optimize your

business processes using process

overlays

Faster easier to use process modeler

Process Modeler Enhancements

Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)


Check out to a branch

Private check-outs directly into available

branches

Simplifies branch development with one-

click creation and check-out

Flexible testing and debugging with later

commit to the dev branch

Branch and Merge Enhancements

Toolbar icon to check a rule from

production to a development branch

Pick a development

branch visible to your

app and start editing

For private check-outs

check the rule into unlocked

source or branch RuleSet


Additional features in 63

Decisioning and Predictive Analytics (covered by Peter)

Many additional reporting and visualization changes

Many additions to UI controls UI gallery UI events branding

Guardrails landing page and warnings

Designer Studio improvements for faster easier development

Extensions to Declare Pages for integration editing

Pega Document Scanning New control for cross-browser multi-page scanning and PDF generation

Can be used with any TWAIN or ISIS compliant scanner

Pega Image Viewer New control for cross-browser viewing of TIFF and other image formats

Many enhancements to upgrade process


Additional Resources

Pegacom changes

Case Management httpwwwpegacomproductscase-management

Mobile httpwwwpegacomproductsbpmmobile

Detailed 63 features deck

Updates on PDN httppdnpegacomDevNetAnnouncementsAnnounce63index_63asp

Contact Stephen Zisk Stephenziskpegacom




Contacts

Emmitt Ray

Managing Account Executive

704-779-2149 EmmittRaypegacom

wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846

FeliciaJacksonpegacom

wwwpegacom

2 2

Speakers



Stephen Zisk

Senior BPM Product Marketing

Manager








Channels

Business Objectives

Growth

Retention

Service

Risk

Customer Needs

Contextual

Timely

Consistent

Relevant

11

Business Case







channelsrdquo








interactionrdquo










boarding


Customer Asset

Retention

Segment amp Target

Extend Offer

Open Account

Cross-Sell

Portfolio Risk

Cross-Sell

Resolve Problems

Retention


Make consistent

focused marketing

efforts daily

Use customer


adaptive) to drive

prospecting

Offer a compelling




financial needs amp


Dynamically guide


time

Capture future

opportunities and



as appropriate

Guide customers and

agents to create


Increase share of






decision not

afterthought


pricing

Offer appropriate

customer service

Monitor portfolio


Capture customer

feedback during

interactions

Perform root cause

analysis of service

issues



customers




Win back customers

that have left


A Scenario





















Agenda

Appointment









Interview started



























Multi Channel






3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom








Channels

Business Objectives

Growth

Retention

Service

Risk

Customer Needs

Contextual

Timely

Consistent

Relevant

11

Business Case







channelsrdquo








interactionrdquo










boarding


Customer Asset

Retention

Segment amp Target

Extend Offer

Open Account

Cross-Sell

Portfolio Risk

Cross-Sell

Resolve Problems

Retention


Make consistent

focused marketing

efforts daily

Use customer


adaptive) to drive

prospecting

Offer a compelling




financial needs amp


Dynamically guide


time

Capture future

opportunities and



as appropriate

Guide customers and

agents to create


Increase share of






decision not

afterthought


pricing

Offer appropriate

customer service

Monitor portfolio


Capture customer

feedback during

interactions

Perform root cause

analysis of service

issues



customers




Win back customers

that have left


A Scenario





















Agenda

Appointment









Interview started



























Multi Channel






3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom







channelsrdquo








interactionrdquo










boarding


Customer Asset

Retention

Segment amp Target

Extend Offer

Open Account

Cross-Sell

Portfolio Risk

Cross-Sell

Resolve Problems

Retention


Make consistent

focused marketing

efforts daily

Use customer


adaptive) to drive

prospecting

Offer a compelling




financial needs amp


Dynamically guide


time

Capture future

opportunities and



as appropriate

Guide customers and

agents to create


Increase share of






decision not

afterthought


pricing

Offer appropriate

customer service

Monitor portfolio


Capture customer

feedback during

interactions

Perform root cause

analysis of service

issues



customers




Win back customers

that have left


A Scenario





















Agenda

Appointment









Interview started



























Multi Channel






3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom






boarding


Customer Asset

Retention

Segment amp Target

Extend Offer

Open Account

Cross-Sell

Portfolio Risk

Cross-Sell

Resolve Problems

Retention


Make consistent

focused marketing

efforts daily

Use customer


adaptive) to drive

prospecting

Offer a compelling




financial needs amp


Dynamically guide


time

Capture future

opportunities and



as appropriate

Guide customers and

agents to create


Increase share of






decision not

afterthought


pricing

Offer appropriate

customer service

Monitor portfolio


Capture customer

feedback during

interactions

Perform root cause

analysis of service

issues



customers




Win back customers

that have left


A Scenario





















Agenda

Appointment









Interview started



























Multi Channel






3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom


A Scenario





















Agenda

Appointment









Interview started



























Multi Channel






3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom
















Agenda

Appointment









Interview started



























Multi Channel






3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom




Interview started



























Multi Channel






3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



























Multi Channel






3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom





3rd etc)

Recommended

Next Best Action




recommending most

succesful NBAs


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom


Business Experience

Business Experience



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



Control


Management

Customer Driven

Agent Assisted

Batch Outbound

Delivery Deployment


Legacy Data

Existing Apps

Strategy



Insight



Adaptive Models



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



Telling the Story







Strategy



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



A Real NBA Strategy



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



Strategy Insight


1) Run Strategy

for Beth

bull Age=25

bull $35000


- Balance


Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom


1) Run Strategy

for Beth

bull Age=25

bull $35000


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Data




ADM

Adaptive Models


Insight



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

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Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









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customer value

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The Best

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41



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decision









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lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



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Management




















Service














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overlays



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useful metrics and

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62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



Website

Delivery Deployment

Contact Center


Mail

SMSMMS

E-mail

PNC Isbank Akbank


Orange O2 etc



Deutsche Bank Citi


RBS Isbank Akbank

YapiKredi etc





ATM

CIBC Vodafone


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


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Agility

Customer

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experience


customer value

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The Best

Decision X

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Anywhere X



41



Programme






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Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














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Edit directly

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Build on

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Applications



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FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom


Closing the Loop

ChampionChallenger






Business Simulation




Control









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

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Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

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Generate

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Build on

Frameworks

Better

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Framework







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localized portals









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K M

Tagging Following

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Biz

Events


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Chat






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Case Tagging


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meaningful keywords

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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom









perspective





for recommendations



this customer


Enterprise

Agility

Customer

= improved customer

experience


customer value

Enterprise




The Best

Decision X

Decisions

Anywhere X



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














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Edit directly

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Generate

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Collaborator

Build on

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Framework







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K M

Tagging Following

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Biz

Events


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Chat






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Case Tagging


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meaningful keywords

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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



41



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














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Edit directly

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Collaborator

Build on

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Better

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K M

Tagging Following

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Cloud

Biz

Events


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Chat






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Case Tagging


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meaningful keywords

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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



Programme






Customers



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

inline or use


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Generate

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Build on

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K M

Tagging Following

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Biz

Events


Pega Pulse

Chat






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Case Tagging


a case with

meaningful keywords

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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



Management Program





decision









Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














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Generates HTML5














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Edit directly

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Build on

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Tagging Following

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Biz

Events


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Chat






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Case Tagging


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application to







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Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



Program









End scope



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














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Generates HTML5














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Edit directly

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Events


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Case Tagging


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application to







PRPC



Applications



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FacebookSocial








overlays



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useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



implementation














lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














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Generates HTML5














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Edit directly

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Tagging Following

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Events


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Chat






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application to







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Web Mobile

FacebookSocial








overlays



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useful metrics and

statistics

62sp2

63 (lower

is faster)




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Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom







lending














Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














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Edit directly

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Build on

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Tagging Following

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Groups

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Biz

Events


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Chat






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Case Tagging


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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom




Citi Mortgage



Product advice

Citi Financial




Citi Cards






Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














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Edit directly

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Tagging Following

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Events


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Case Tagging


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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom




Question for You




in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














simple screen













Edit directly

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Generate

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Build on

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Tagging Following

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Chat






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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



in PRPC 63


10182012














Does PRPC


Cloud

Analytics Big Data

Visualization

Case Management

Scanning

User Experience

eLearning

Yeah We

got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














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Edit directly

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Build on

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Tagging Following

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Biz

Events


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Chat






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Case Tagging


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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



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useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom














Does PRPC


Cloud

Analytics Big Data

Visualization

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Scanning

User Experience

eLearning

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got that









setup new charts



high-speed batch













Management




















Service














HTML5-based charts









Generates HTML5














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Edit directly

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Generate

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Collaborator

Build on

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Framework







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K M

Tagging Following

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Groups

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Biz

Events


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Chat






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meaningful keywords

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application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



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useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom






setup new charts



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Management




















Service














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Generates HTML5














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application to







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Applications



Web Mobile

FacebookSocial








overlays



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useful metrics and

statistics

62sp2

63 (lower

is faster)




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Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom













Management




















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Web Mobile

FacebookSocial








overlays



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62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom




















Service














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FacebookSocial








overlays



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63 (lower

is faster)




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Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom














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FacebookSocial








overlays



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62sp2

63 (lower

is faster)




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Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom




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PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom









simple screen













Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom









Edit directly

inline or use


your choice

Generate

documentation

without running

a wizard













Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom










Invite

Collaborator

Build on

Frameworks

Better

Documentation

Wizard



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



design and modeling










Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



Framework







Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom


Support for Mobile














localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom



localized portals









Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom


Survey







LinkedIn



K M

Tagging Following

Narrative

Groups

RSS Feeds Tag

Cloud

Biz

Events


Pega Pulse

Chat






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom






management

Case Tagging


a case with

meaningful keywords

Configure your

application to







PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom


PRPC



Applications



Web Mobile

FacebookSocial








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom








overlays



Overlays display

useful metrics and

statistics

62sp2

63 (lower

is faster)




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom




branches








Pick a development




















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom















Pegacom changes









Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom




Contacts

Emmitt Ray



wwwpegacom

Stephen Chu

Account Executive

617-777-4678

StephenChupegacom

wwwpegacom

Felicia Jackson

Account Executive

770-888-3846


wwwpegacom

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