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Banking Case Studies and Customer Success Stories with Pega CRM Applications
Wells Fargo
- Banking
- Very Large
San Francisco, USA
Pega Platform helped Wells Fargo improve estate settlement processes for bereaved families. The bank unified case management, automated workflows, and... enabled omnichannel document submission. Net Promoter Score improved by over 40%. Case processing volume doubled in four years with no staff increase. The solution reduced manual work, improved compliance, and strengthened customer trust.
Wells Fargo used Pega Customer Decision Hub to personalize real-time conversations for 70 million customers. The bank analyzed 4 billion... digital interactions to find the next best conversation for each person. Pega's adaptive machine learning helped Wells Fargo deliver relevant messages across all channels. Customer interaction rates increased by 3 to 10 times depending on the channel. The solution enabled faster deployment of new customer conversations, improving efficiency and scalability.
Swedbank used Pega to transform its customer relationship management. The bank automated loan processing, cutting response times by over 80%.... More than half of digital mortgage applications now get instant answers. Swedbank created a true omnichannel experience, balancing digital and traditional channels. The solution uses AI and analytics to personalize service across all touchpoints.
Pega Customer Decision Hub helped Swedbank boost positive customer interactions by over 200% in two years. Swedbank moved from manual,... segmented marketing to AI-driven, omnichannel communication. The bank launched over 300 customer offers, reaching 95% of active clients automatically. Personalized, data-driven messaging replaced generic campaigns. Swedbank combined digital tools with traditional service for better customer engagement.
Santander used Pega GenAI to automate legal operations in Brazil. The team faced slow, manual processes with over 1,000 complex... legal cases each month. Pega Platform unified workflows, connected legacy systems, and added AI to read unstructured legal documents. Accuracy rose from 75% to 98.7%. Over 200,000 cases were automated and SLA compliance reached 99.5%. The solution reduced risk, sped up results, and improved team satisfaction.
Pega Process Extender helped Royal Bank of Canada (RBC) unify Salesforce and Pega systems. RBC saved 600 hours per month... and cut $250,000 in development costs. The bank also saved $2.4 million per year through process reuse. Advisors now work faster with fewer clicks and see full customer context. Developer workload dropped, and maintenance is simpler. RBC improved customer service and workflow automation.
Pega Customer Decision Hub helped Rabobank unify customer experiences across app, web, online banking, and call center. The bank used... AI and machine learning to deliver personalized, real-time interactions. Rabobank achieved a 4x higher click-through rate and a 208% increase in marketing campaign conversions. They now handle 1.5 billion personalized interactions per year. Service costs dropped by 2.4% and 98.7% of all interactions are fully digital.
Rabobank used the Pega Platform to digitize commercial lending and leasing. The bank automated tasks to speed up approvals and... improve customer experience. Loan approval times dropped from weeks to 24 hours. Lease approvals now take just 60 seconds. Rabobank cut loan application requirements from 10 documents to three. The bank saves $80 million each year with this solution.
NatWest used Pega Customer Decision Hub to connect 33 digital and physical channels. The bank triggered 60% of all sales... through Next Best Actions powered by Pega. NatWest now delivers 3.6 billion personalized interactions each year. The solution cut the time to launch new actions from six weeks to just 1-2 weeks. NatWest shifted from manual processes to automated, AI-driven decision making. This led to more meaningful customer conversations and stronger relationships.
Nationwide Building Society used Pega Smart Dispute to handle a surge in Visa card disputes. The new system cut dispute... resolution time from 15 days to 2 days. Processing times for Visa payment disputes dropped by 15%. The number of systems needed fell from 15 to 2. Member satisfaction improved and staff found the process easier. The solution helped manage demand spikes and improved compliance.
Pega Customer Decision Hub helped National Australia Bank boost customer engagement by 40%. The bank used AI-driven personalization to deliver... relevant interactions across digital and in-person channels. NAB cut its development cycle from 12 to 4 weeks and achieved a 50% higher mortgage conversion rate. The solution enabled 3x more sales opportunities and improved employee workflows. Fraud risk for customers also decreased due to payment limits.
Pega Platform helped MUFG Bank automate its home loan business. The bank cut workload by 75% for web applications and... reduced paper use by 20,000 sheets per month. Pre-screening time dropped from over a day to just two hours. The unified workflow improved customer service and made processes faster. Development productivity increased by 1.5 times with reusable components and low-code tools.
Mizuho Bank used Pega Platform to replace paper-based processes and automate workflows. The bank needed to reduce manual work, standardize... operations, and remove the need for manuals and training. Pega enabled a fully paperless system, faster application development, and global process standardization. The first phase in the US took just three months, with expanded features delivered in another three months. Results included shorter processing times, higher business quality, and improved employee satisfaction.
Işbank used Pega Customer Decision Hub and Pega Marketing to improve customer interactions. The bank wanted to give each of... its nine million customers relevant and personal offers on every channel. With Pega, Işbank analyzed 146 factors in real time and used over 700 adaptive models. They saw a 37% increase in accepted offers and sold 1.3 million more products each year. The average response rate reached 14.3%, with mobile offers at 34.7%.
ING used Pega Client Lifecycle Management to create a global Know Your Customer (KYC) platform in 38 countries. The bank automated... 91.5% of eligible KYC processes, supporting 2,400 internal users and 38 million customers. ING processed up to one million cases per quarter, aiming for two million by year-end. The solution unified fragmented KYC workflows, improved compliance, and reduced onboarding time. ING now meets regulatory standards with a single, consistent KYC process worldwide.
HSBC used the Pega Smart Investigate Framework to improve payment investigation processes in over 50 countries. The bank upgraded to... Pega Infinity 8 and built a Center of Excellence for Pega practices. This helped HSBC's customer service teams resolve payment inquiries faster and more efficiently. The solution reduced operational errors and improved customer experience. HSBC now adapts its operations for ISO 20022 and real-time payments in key markets.
Pega CLM helped Erste Group cut onboarding time by 60%. The bank automated over 50 compliance checkpoints. They integrated more... than 10 internal and external systems. Erste Group used Pega to digitize all back-office processes for onboarding and KYC. The solution was live in just six months. This improved both customer and employee experience while meeting legal requirements.
DKB used Pega to build a platform for customer service and operations. They launched nine self-service workflows on their website.... Pega helped DKB connect web and mobile apps to backend processes. The solution reduced custom UI work and improved collaboration between business, IT, and design. DKB saw lower operating costs and faster workflow delivery. They plan to expand self-service with more workflows this year.
Digital Federal Credit Union (DCU)
- Banking
- Large
Marlborough, USA
Pega Customer Service for Financial Services helped DCU cut legacy systems in half. DCU improved call service quality by 21%... and phone authentication by 19%. The credit union replaced 15 old systems with a unified solution. Employees now handle requests faster with fewer screen changes. DCU exceeded backoffice SLAs and reduced call handling times. Members now enjoy more digital and self-service options.
Commonwealth Bank of Australia
- Banking
- Very Large
Sydney, Australia
Pega Customer Decision Hub helped Commonwealth Bank of Australia deliver 50 million next best conversations to customers. The bank used... real-time decisioning across 18 channels, reaching 10 million customers. CBA achieved a net promoter score 12 times higher than competitors. The solution used 200 machine learning models and processed 157 billion data points. Response times were under 200 milliseconds, 20 million times per day.
Pega helped Banco Santander Brasil speed up client service with automation. Over 70% of transactions are digital, so the bank... needed to serve more clients faster. Using Pega's low-code platform, Santander automated admin processes across seven units and built a unified operations model. The bank now delivers mortgage financing in 7 days and pushes weekly app updates. Net Promoter Score also improved.
Banco BHD León used Pega CRM and RPA to unify customer experience across sales, marketing, and service. The bank faced... pressure from traditional banks, fintechs, and new regulations, plus outdated IT systems. With Pega, they automated manual processes, cutting hours or days down to minutes. They delivered better campaign targeting and simplified complex sales processes. The solution gave all departments more clarity and visibility.
Pega Cloud helped ANZ Bank cut operational costs by 14%. The bank consolidated over 20 legacy apps into five main... stacks. ANZ migrated eight years of sensitive data to the cloud. Teams now use rapid prototyping and real-time feedback with Blueprint. Upgrades take weeks, not months, and downtime is minimal. Fraud workflow integration reduced losses and improved customer protection.
Wells Fargo used Pega to overhaul its estate settlement process. The new Estate Care Center centralized all case management, reducing... paperwork and making it easier for grieving families. Automation and omni-channel document intake doubled case volume handled without extra staff. Net Promoter Score for estate handling improved by over 40%. The solution also strengthened compliance and fraud prevention. Families now experience faster, more empathetic service.
Wells Fargo used Pega to speed up building personalized customer conversations. The bank reduced the time to create a new... conversation from 90 days to just three. They brought together teams across the company to use the Pega customer engagement engine in all channels. This pilot helps Wells Fargo put customers first and gives teams more agility and efficiency. The project aims to make every customer interaction more personal and fast.
Wells Fargo used Pega Customer Decision Hub to analyze 4 billion digital interactions. The bank personalized real-time conversations for 70... million customers. They deployed new customer conversations in just three days. Engagement rates rose by 3-10x across channels. AI-driven decisions now deliver thousands of personalized messages per second. Conversion rates improved as the system learned from every interaction.
Truist faced a surge of 10,000 daily customer calls and long wait times during the COVID-19 pandemic. The bank partnered... with Pega to move client interactions online and boost electronic communication. This shift reduced the loan modification process from up to 120 minutes to just 5 seconds. Truist continued operations without a major increase in capacity. The solution enabled ten production releases in five months and minimized manual updates.
Telecommunications Case Studies and Customer Success Stories with Pega CRM Applications
Vodafone
- Telecommunications
- Very Large
London, UK
Vodafone used Pega Marketing and Customer Decision Hub to connect all marketing channels. They wanted to give each customer a... personal experience in real time. Vodafone saw a 7% increase in average revenue per customer. They also had 22% fewer commissions and 12% more accepted offers. The solution helped Vodafone earn over £100 million extra profit each year.
Vodafone used Pega Cloud to automate its global order process. The company moved its Global Order Assurance Application from on-premises... to the cloud. This change led to a 40% reduction in turnaround time for IPVPN orders. Vodafone saw 400 VGE orders submitted digitally in six months. Now, 85.4% of digital-capable orders are processed online. The new system cut cycle time and reduced revenue leakage.
Vodafone Germany
- Telecommunications
- Very Large
Düsseldorf, Germany
Vodafone Germany used Pega to improve B2B order management. They faced complex enterprise operations and cost pressure from competition. Pega... enabled digital order capture, technical order fulfillment, and automated business processes. Vodafone reduced fulfillment effort by 51%. They gained end-to-end order visibility and improved process quality.
Orange Business used Pega to automate and standardize its global network deployment workflows. The company replaced manual, siloed processes with... a unified platform called Optima. This tool automated task assignments, improved collaboration, and gave real-time project visibility. Orange Business saw a 14% productivity boost and closed over 7,000 cases. 200 users across 13 teams now work together on one platform, eliminating email-based task management.
NTT東日本 (NTT East)
- Telecommunications
- Very Large
Tokyo, Japan
NTT東日本 used Pega Platform and Pega Cloud to automate 120 processes in just 3 months. The company eliminated manual data... entry errors and achieved a 0% application error rate. They automated 1,200 back-office tasks and reduced paper-based work. Integration of RPA, chatbots, and digital messaging improved communication and sped up order processing. NTT東日本 now handles 8.5 million orders a year more efficiently, with faster response times and less manual work.
Deutsche Telekom
- Telecommunications
- Very Large
Bonn, Germany
Deutsche Telekom used Pega to unify over 800 HR processes on a single platform. The company faced complex legal and... operational challenges across 25 countries. With Pega Blueprint and HRcules, they replaced legacy systems and improved collaboration between business and IT teams. This led to higher employee satisfaction and freed up HR agents from repetitive tasks. Deutsche Telekom simplified 250 minor processes and saved millions of euros in operating costs.
BT Business used Pega Customer Decision Hub to improve customer engagement. The company faced challenges with fragmented customer interactions and... limited client insights. Pega's AI-powered solution gave agents real-time recommendations and a single view of each customer. BT saw higher revenue per transaction, lower churn, and better agent productivity. The platform unified offers across all channels and improved targeting for communications.
VodafoneZiggo used Pega’s adaptive AI to improve customer engagement. They moved from segment-based marketing to real-time, 1:1 customer interactions. The... solution helped agents choose the next-best-action for each customer. In five months, agent adoption of next-best-actions grew by 200%. Offer acceptance rates increased by 114%. Agent NPS rose by 25 points, with no extra handle time needed.
Vodafone UK used Pega Customer Decision Hub to fix its broken customer engagement. The company launched an always-on marketing program... to deliver the next best action for each customer in real time. This new approach replaced batch processing with a centralized, real-time system. Customers now get more relevant and personalized messages. Employee engagement and automation of business tasks also improved.
Vodafone UK used Pega Platform to automate repetitive tasks and simplify complex workflows. The company integrated IT systems across departments... like finance, HR, and customer operations. With Pega, Vodafone UK cut workflow times from days to minutes. They saw a 25% boost in speed and productivity for large orders and billing. Communication times dropped from two days to 30 minutes. Automated debt collection workflows improved quality by 50%.
Vodafone Spain used Pega Customer Decision Hub to improve customer engagement in a crowded telecom market. The company unified its... channels and adopted a customer-centric approach. In just four months, Vodafone Spain launched its first solution for the prepaid segment. They built over 70 propositions and 20 predictive models. Results included a 24% revenue growth rate and a 3.5x increase in redemption versus the control group.
Vodafone used Pega Marketing and Customer Decision Hub to connect all their marketing channels. They moved from siloed, audience-based segmentation... to real-time, one-to-one engagement. Vodafone saw a 12% increase in offer acceptance and a 7% rise in ARPU. They also reduced commissions by 22%. The solution helped Vodafone deliver hyper-personalized content across every channel.
Vodafone Greece used Pega Customer Decision Hub to unify customer engagement. They replaced fragmented campaigns with real-time, AI-driven personalization. Time-to-market... dropped from up to 5 days to just 4 hours. Conversion rates improved by 2–3 times. The company automated all operations and cut costs by removing legacy systems. Vodafone Greece became a top 3 Vodafone market for customer engagement.
Vodafone used Pega to build an autonomous procurement platform. They launched a minimum viable product in just two months. The... platform now serves over 1,000 users across 11 countries in Europe and Africa. Vodafone automated procurement in eight areas, including marketing and IT services. Real-time analytics help identify value and reduce risk. The company plans to expand the platform and add ESG criteria to supplier selection.
Vodafone used Pega Cloud to automate its global order process. The company moved its Global Order Assurance Application from on-premises... to the cloud. This change led to a 40% reduction in turnaround time for IPVPN orders. Vodafone also saw 85.4% of digital-capable orders submitted digitally and 400 VGE orders processed in six months. The new system reduced cycle time and revenue leakage, and allowed bulk order placement.
Vodafone Germany
- Telecommunications
- Very Large
Düsseldorf, Germany
Vodafone Germany used Pega to improve B2B order management. They faced complex enterprise operations and cost pressure from competition. Pega... enabled digital order capture, technical order fulfillment, and business process automation. Vodafone reduced fulfillment effort by 51%. They gained end-to-end order visibility and improved process quality.
Virgin Media Ireland used Pega Customer Service to replace seven separate systems with one unified agent desktop. This change led... to a 20% reduction in customer transfer rates and a 30% increase in cross-sell and upsell. The company also saw a 15% rise in Net Promoter Score. Agents now have a complete view of the customer journey and can resolve issues faster. Onboarding time dropped and first call resolution improved.
Verizon used Pega’s AI decisioning to build a B2B customer engagement platform. The new system improved sales processes for both... large accounts and small businesses. Verizon integrated a single decision engine across five business lines and over 200 products. The platform delivered a 2X improvement in attach rate for value-added services. Win rates rose by 15%, loyalty program adoption hit 41%, and handling times dropped by up to 20%.
Verizon used Pega to support 90 omni-channel customer journeys and manage 1 billion transactions monthly. The company unified its customer... experience with AI-powered decisioning and real-time marketing. Over 30% of transactions now use pause and resume, letting customers switch channels without starting over. Verizon improved attach rates, NPS scores, and digital contact deflections. The solution delivered a cloud-based tech stack and a reusable library for ongoing innovation.
UPC used Pega CRM to simplify customer move requests. The new digital IMove journey lets customers resolve move requests online... in just 10 seconds. Internal costs dropped from $10 per request to nearly $0. Agents now see all customer info on one screen, cutting average handling time by over 30 seconds. UPC improved customer service and reduced costs with a digital-first approach.
U.S. Department of Veterans Affairs
- Government Administration
- Very Large
Washington, USA
Pega Customer Service helped the U. S. Department of Veterans Affairs cut invoice processing costs by 33%. The new unified...system replaced manual, slow processes with automation. Processing time per request dropped from 3 minutes to under 30 seconds. The VA increased annual invoice volume by 66%, from 1.2 to 2 million. Total payments managed rose from $14B to $21B, with no increase in staff. The solution improved performance and reduced errors.
U.S. Department of Veterans Affairs (Office of Integrated Veteran Care)
- Government Administration
- Very Large
Washington, USA
Pega helped the U. S. Department of Veterans Affairs modernize care access. The Office of Integrated Veteran Care faced outdated...systems and siloed data, making it hard to serve over 600,000 beneficiaries. Pega delivered a working prototype in two weeks, speeding up development. The new VA Health Connect CRM unified appointment booking, medication management, and triage. Staff now use one platform, reducing time and improving service for veterans.
U.S. Marine Corps
- Government Administration
- Very Large
Washington, USA
Pega Government Platform helped the U. S. Marine Corps modernize its systems. The Corps automated dozens of manual processes and...reduced application delivery times from years to weeks. Thousands of work hours were saved, and major costs were eliminated. A new cloud-based environment enabled faster app development and continuous reporting. The Corps now spends more time on its mission and less on data collection.
U.S. Census Bureau
- Government Administration
- Large
Washington, USA
Pega helped the U. S. Census Bureau modernize its data collection for the 2020 census. The Bureau replaced paper-based processes...with a digital platform, boosting field productivity by 48.57%. Over 80% of 92 million households responded online, and the system had zero downtime. Automated CRM tools enabled outreach to 400,000 partners and supported 3,000 staff. The census was 90% complete six weeks before the deadline, despite pandemic delays.
Departamento de Censo dos EUA
- Government Administration
- Very Large
Washington, USA
Pega Government Platform helped the US Census Bureau modernize its 2020 census operations. The ECaSE project unified data collection and... processing across web, mobile, paper, and phone channels. Field agents used mobile devices for the first time, boosting productivity by 48.57%. The census finished six weeks early, with 90% completed ahead of schedule. The solution processed 400,000 unique logins in one weekend and had zero downtime after launch.
SO (Swedish Unemployment Funds)
- Government Administration
- Large
Stockholm, Sweden
Pega Customer Service helped SO, Sweden’s unemployment funds organization, digitize and automate unemployment benefits. Members now register and submit documents... instantly from any device. The process, which once took weeks, now takes seconds. SO replaced 28 separate systems with one unified application. This change improved service speed and cut costs for millions of users.
Federal Bureau of Investigation (FBI)
- Government Administration
- Very Large
Washington, USA
The FBI used Pega to build a public portal for firearm dealers. The system handles 23 million background checks each... year. It gives a unified, omnichannel experience for users. Pega automates complex workflows and routes requests quickly. This lets the FBI respond fast to law changes and high demand. Manual work dropped, freeing staff to process more checks.
Bayerische Regierung (Bavarian Government)
- Government Administration
- Large
Munich, Germany
Pega helped the Bavarian government digitize its COVID-19 relief application process in just five days. Before, applicants filled out forms... by hand and waited weeks for approval. With the new online system, over 300,000 applicants received €2.2 billion in aid within weeks. Staff could process requests from home and follow health rules. Two more ministries used the same tech for other relief programs.
U.S. Department of Veterans Affairs
- Government Administration
- Very Large
Washington, USA
Pega Platform helped the U. S. Department of Veterans Affairs cut invoice processing costs by 33%. The VA Financial Services...Center used Pega to automate workflows and reduce manual work. Invoice processing time dropped from 10 days to 2 minutes. The system handled 58% more invoices and 33% more payment value with no extra staff. Robotic process automation saved 14,000 manual hours. The solution improved payment integrity and customer visibility.
Department of Veterans Affairs Office of Integrated Veteran Care (VA OIVC)
- Government Administration
- Very Large
Washington, USA
Pega helped the Department of Veterans Affairs Office of Integrated Veteran Care build a centralized CRM system. The team delivered... a working prototype in just two weeks, cutting development time from months. VA Health Connect now supports over 600,000 beneficiaries. Staff no longer need to log into multiple systems to manage claims or appointments. The new platform also enables telehealth and remote care for veterans.
U.S. Department of the Treasury
- Government Administration
- Very Large
Washington, USA
Pega helped the U. S. Department of the Treasury modernize its post-payment system. The new system reduced paper documentation by...1 million pieces. Treasury now manages exceptions and payment issues more easily. Internal and agency communications improved. The solution cut system operating costs by $10 million per year. Treasury now has a single, secure system for all post-payment activities.
U.S. Marine Corps
- Government Administration
- Very Large
Washington, USA
Pega Government Platform helped the U. S. Marine Corps modernize its business systems. The Corps replaced manual, siloed processes with...automated, cloud-based solutions. Application delivery times dropped from years to weeks. The new platform saved thousands of person-hours and reduced costs. Teams now share data and reuse components across applications, improving efficiency and mission focus.
U.S. Department of Agriculture Natural Resources Conservation Service (NRCS)
- Government Administration
- Medium
Washington, USA
Pega helped the U. S. Department of Agriculture NRCS create the Conservation Desktop (CD) application. Staff previously spent too much...time on manual work across many systems. The new platform unified these systems into one interface. Automated task management and geospatial mapping reduced manual work. The CDSI program is projected to save over 750,000 hours each year and redirect 1,523 staff years to higher value work.
U.S. Census Bureau
- Government Administration
- Large
Washington, USA
Pega helped the U. S. Census Bureau modernize its data collection for the 2020 Census. The Bureau shifted from paper-based...to digital processes, launching the ECaSE project for integrated data collection and processing. A new CRM system automated communications with over 400,000 partners and supported 3,000+ employees. The Bureau achieved a 48.57% increase in enumerator productivity and 80% of self-responses were online. The census was 90% complete six weeks early, with zero system downtime.
U.S. Census Bureau
- Government Administration
- Large
Washington, USA
Pega Government Platform helped the U. S. Census Bureau modernize its data collection for the 2020 Census. The ECaSE project...enabled field staff to use mobile devices for all tasks, boosting productivity by 48.57%. The Bureau completed 90% of the Census six weeks early. Pega processed responses from web, phone, paper, and mobile. The solution supported 400,000 unique logins in one weekend with zero downtime.
UK Home Office
- Government Administration
- Very Large
London, UK
Pega Government Platform helped the UK Home Office manage 2. 5 million residency applications after Brexit. The system was live...in just 12 months. It automated complex workflows and integrated with other government bodies. The platform supported 1,500 caseworkers and processed up to 30,000 cases daily. The Home Office handled nearly double the expected applications and improved service quality.
UK Health Research Authority
- Government Administration
- Medium
London, UK
UK Health Research Authority used Pega Government Platform to simplify clinical trial applications. The new system reduced approval times from... 91 to 54 days. Researchers now use a single application route and get one UK approval. Online booking and amendment submission features were added. The platform supports 5,000–6,000 applications per year. HRA can now adapt quickly to regulatory changes.
Insurance Case Studies and Customer Success Stories with Pega CRM Applications
Zurich Santander
- Insurance
- Large
São Paulo, Brazil
Zurich Santander used the Pega platform to digitize its claims process. The company reduced claims processing time by 30%. 65%... of customers now use digital solutions for claims. The Net Promoter Score rose by 20 points. During a major storm, Zurich Santander set up a new workflow for 7,200 event customers. Real-time monitoring helped reduce financial losses for customers.
Tokio Marine & Nichido Fire Insurance Co., Ltd.
- Insurance
- Very Large
Tokyo, Japan
Pega helped Tokio Marine & Nichido move from paper and Excel to digital workflows. The company used Pega to standardize... and visualize business processes. Productivity in software development became three times higher than with Java. Teams could now share information and manage processes on one platform. Pega's no-code tools enabled fast, cross-departmental corrections. The company set up a Center of Excellence to keep improving with Pega.
Pega helped Church Mutual Insurance automate workflows and save $2. 5 million per year. The company reduced backoffice contact points...by 95% and achieved 200% efficiency gains. Manual renewal processing time dropped from 30 to 5 minutes. Employees no longer needed mandatory overtime, improving work-life balance. Pega unified data and processes across departments for better productivity.
Pega helped Aflac save $250,000 by avoiding third-party software costs. In just 90 days, Aflac built a new escalation management... portal for 40,000 agents and brokers. The solution improved real-time visibility, security, and agent satisfaction, reaching the 90th percentile in field surveys. Aflac now resolves requests faster and has expanded digital workflows to more business units. The platform reduced manual work and increased productivity across the company.
Aflac used Pega Platform and Pega Customer Service to improve customer service. They automated chat and email with AI, saving... $4 million through self-service. Virtual agents now handle over 75% of incoming chats. Claim processing time dropped by 33%. Customer authentication effort fell by 65%. Employees spend less time on manual tasks and more on helping customers.
Achmea used Pega Platform to modernize its operations. The company moved over 70 applications to the latest Pega version, supporting... 8 brands and 10 million customers. Achmea adopted cloud infrastructure and DevOps to speed up development and deployment. The new system cut the time to set up insurance policies by 50%. Teams now work better together, and both staff and customers have a smoother experience.
Pega Platform helped Zurich Santander cut claim resolution time by 30%. 65% of customers now use a digital claims process.... The insurer integrated Pega with legacy systems for real-time status and automation. A new API and intelligent automation improved transparency and control. After a major storm, Zurich Santander quickly deployed a new claims workflow, helping 7,200 customers and reducing losses. Net Promoter Score rose by 20 points.
Zurich Santander used Pega Platform to automate its underwriting process. The company unified product lifecycle management and reduced time to... market for new products by 50%. Pega’s AI and data tools enabled personalized pricing and quotes, handling over 1.1 million quotes monthly. Zurich Santander achieved an 80% efficiency gain in its product model. The solution replaced manual, legacy systems with automated, data-driven workflows.
Unum used Pega Robotic Process Automation to automate back office processes. Staff could now search across 15–25 applications to handle... customer calls. The company replaced manual email triage with automated analysis and routing. Unum developed 50 low-code automations. The new system launched in 12 weeks and improved team productivity by 13%.
Unum used Pega Natural Language Processing to automate email triage. The solution classified topics and integrated with their CRM. Development... finished in under six weeks. Email response times dropped by 50%. Case routing accuracy improved for both internal teams and BPO providers. The project helped Unum handle high email volumes more efficiently.
Automotive Case Studies and Customer Success Stories with Pega CRM Applications
Toyota
- Automotive
- Very Large
Toyota, Japan
Toyota used Pega software to build a quality information management system. This system standardized workflows across regions and let users... quickly adapt to business changes. Toyota cut early issue resolution time by 300%. Engineer efficiency improved by over 10%. Compliance risks dropped significantly. Agile development with Pega experts helped Toyota drive digital transformation.
Top-ranked global automaker
- Automotive
- Very Large
Pega Platform helped a top-ranked global automaker build an integrated quality management system. The company replaced outdated, siloed processes with... a unified, cloud-based solution. Over 7,000 users now manage more than 700,000 parts with real-time dashboards and reporting. The time from problem detection to assignment dropped by 40%. Collaboration improved across suppliers, manufacturing sites, and production lines.
Toyota automated its quality management processes across 14 North American manufacturing sites using Pega. Manual inspections and binder-based documentation were... replaced with two Pega-powered apps. These apps streamlined quality checks and incident reporting. Over five years, Toyota saved $6.6 million and achieved over 300% ROI. Application development time dropped by 73%, from 52 weeks to 14 weeks.
LeasePlan used Pega's low-code platform to automate manual processes and improve decision-making with AI insights. The company integrated Pega with... Salesforce and SAP, boosting efficiency and scalability across 32 countries. LeasePlan achieved over 10 times faster time-to-market with a new agile approach. Machine learning and predictive analytics helped personalize customer interactions and increase satisfaction. The solution reduced support costs and enabled real-time process optimization.
Pega Platform helped Ford transform its electric vehicle test drive experience across Europe. Ford streamlined the test drive booking process,... making it easier for customers to schedule online, by phone, or in person. The new system improved customer satisfaction by 30% and increased sales conversion rates by 25%. Dealers now have real-time insights and a unified platform for consistent brand experiences. Ford also ensured GDPR compliance and used AI analytics to identify high-potential buyers.
A leading global automotive manufacturer
- Automotive
- Very Large
Pega Cloud helped a leading global automotive manufacturer manage hundreds of indirect suppliers. The company automated key processes like change... management, purchase order updates, and supplier KPI tracking. A unified portal replaced manual workflows, improving consistency and predictability. The solution cut critical change cycles by 60%, reducing them from 25 days to under 10. Supplier compliance improved across all vendors.
A leading manufacturer of commercial vehicles and engines
- Automotive
- Very Large
Pega Warranty Supplier Recovery helped a leading commercial vehicle and engine maker modernize its warranty management. The company automated supplier... contract and claims processes, replacing manual work and siloed data. With Pega, they improved dealer experience and compliance. The new system enabled real-time control over warranty and supplier claims. The company now recovers $12 million more each year from suppliers.
Manufacturing Case Studies and Customer Success Stories with Pega CRM Applications
Siemens
- Manufacturing
- Very Large
Munich, Germany
Pega helped Siemens connect global SAP and legacy systems into one agile platform. Manual work dropped as Pega automated master... data management. Siemens cut customer onboarding time by 65%. They standardized 80% of business processes. Data validation now happens automatically. Siemens reduced compliance risks and improved efficiency by up to 90%.
Siemens used Pega to connect processes and systems across 280 sites and 380,000 employees. The company faced challenges with many... legacy systems and decentralized decisions. Siemens and Pega built a center of excellence to optimize order-to-cash and supply chain management. They created tools for master data, order management, and self-service workflows. Results include saving 25,000 hours per year in one business unit and better data management.
Pega Sales Automation helped Nissha cut sales onboarding time by 50%. The company unified complex sales processes across its global... supply chain. Nissha deployed the solution in just 12 weeks. Productivity is expected to rise by 25%. The system improved customer satisfaction and IT governance. Nissha now manages sales initiatives more efficiently.
Wärtsilä used Pega Platform to process IoT sensor data from thousands of equipment installations. The company replaced its legacy Salesforce... system to automate feedback and prevent equipment failures. Pega's rules framework analyzes sensor data and recommends preventative actions. This led to improved equipment reliability, optimized maintenance, and increased sales of proactive maintenance contracts. Wärtsilä maximized both environmental and economic performance for its customers.
Internet Case Studies and Customer Success Stories with Pega CRM Applications
Google
- Internet
- Very Large
Mountain View, USA
Google used Pega Cloud and Pega Robotic Process Automation to speed up business processes. They cut end-to-end processing time by... 90%. Interactions with the vendor portal dropped by 75%. Delays in the repair process fell by 57%. Google integrated Pega with Google Cloud tools like BigQuery and machine learning. The solution now handles 100,000 transactions yearly across 4,000 sites.
Google used Pega to automate 80% of its service ticket volume. The company built a custom rule engine to assign... tickets based on skills and availability. This solution cut ticket processing times by 10x. Engineers now spend more time on complex problems, not manual ticket handling. Data accuracy and system alignment improved across service requests.
Pega Customer Service helped Booking. com improve customer support for millions of travelers. The company moved from a legacy CRM...to a unified platform, reducing agent workload for 10,000 staff. Agents now use a single interface, which cut resolution times and boosted satisfaction. Booking.com can now offer 24/7 support in 45 languages and plans to add AI features for even better service. The scalable solution supports bookings for hotels, flights, and more, all in one place.
Hospitality Case Studies and Customer Success Stories with Pega CRM Applications
Universal Orlando
- Hospitality
- Large
Orlando, USA
Universal Orlando used Pega's digital messaging platform to launch SMS customer service. The goal was to help visitors get real-time... information and support. Guests can now change travel plans, book restaurants, or request room changes by SMS. This reduced time spent with call center agents and improved the guest experience. Universal saw higher customer satisfaction, loyalty, and retention after launching SMS support.
Universal Orlando used Pega's digital messaging platform to launch SMS customer service. Guests now get real-time updates and can make... requests or changes via SMS. This new channel increased customer satisfaction and loyalty. Universal also found new revenue opportunities by sending special deals through SMS. The solution lets agents manage SMS and live chat from one dashboard. Universal plans to add more channels to improve guest engagement.
Deutsche Bahn
- Transportation/Trucking/Railroad
- Very Large
Berlin, Germany
Pega helped Deutsche Bahn cut process times by 50%. DB Systel used Pega's low-code platform to automate workflows across many... subsidiaries. A citizen-developer community built and tested new solutions fast. User satisfaction doubled after the first workflow launch. Transparency and automation speed also improved.
Air Europa
- Transportation/Trucking/Railroad
- Large
Madrid, Spain
Pega helped Air Europa unify all passenger journey steps on one platform. The airline used Pega to transform core processes... like overbooking and claims. Agents now get real-time Next-Best-Action recommendations. Air Europa delivers clear, personalized messages across channels. The company improved operational efficiency and reduced IT costs. Customer satisfaction and loyalty program sign-ups increased.
Siemens Global Business Services (GBS)
- Information Technology And Services
- Very Large
Munich, Germany
Pega helped Siemens Global Business Services (GBS) transform its order management. The company replaced manual processes with a digital solution.... Siemens GBS now supports 243 teams in 34 countries. User numbers grew tenfold, from 500 to over 5,000. Onboarding time dropped from two weeks to 24 hours. Development cycles are now five times faster.
Cisco
- Information Technology And Services
- Very Large
San Jose, USA
Cisco used Pega to transform its customer service operations. The company automated 80% of its order processing and reassigned 60%... of back-office staff to higher-value tasks. Over 1,000 daily tab changes were eliminated by consolidating tools. Cisco now detects customer intent and routes requests to the right agent. Workflows are digital and consistent across all channels.
Financial Services Case Studies and Customer Success Stories with Pega CRM Applications
OP Financial Group
- Financial Services
- Large
Helsinki, Finland
OP Financial Group used Pega Customer Decision Hub to predict customer needs and deliver personalized recommendations across seven channels. They replaced three... legacy systems and created over 250 always-on Next Best Actions. 80% of marketing actions are now optimized by adaptive AI in real time. The OP Mobile App became a key channel, with 1.6 million active users and 55 million logins per month. The group improved customer trust and loyalty with consistent, data-driven interactions.
Oil & Energy Case Studies and Customer Success Stories with Pega CRM Applications
Valaris
- Oil & Energy
- Large
London, UK
Valaris used Pega Platform to replace manual, paper-based processes for managing offshore drilling rigs. Before Pega, tracking work order status... and safety was slow and required frequent trips to the office. With Pega’s mobile app, Valaris now replicates rig data to onshore systems in minutes, over five times faster than previous solutions. The new system allows online and offline updates, improving safety monitoring and customer service. Valaris can now track worker progress and rig operations more efficiently.
GE Healthcare
- Hospital & Health Care
- Very Large
Chicago, USA
GE Healthcare moved a complex application and 2TB of data from on-premises to Pega Cloud. The migration included upgrading from... Pega 7.1.8 to 8.5.4. The project finished in nine months. GE Healthcare now runs one of its largest, highly regulated apps on Pega Cloud. The company praised Pega’s support during the migration.
Utilities Case Studies and Customer Success Stories with Pega CRM Applications
Électricité de France (EDF)
- Utilities
- Very Large
Paris, France
Pega helped Électricité de France (EDF) boost add-on sales by 57%. EDF used Pega Customer Decision Hub for marketing and... Pega Customer Service for unified, AI-driven customer support. The solution enabled 5,000 advisors to deliver personalized, omnichannel experiences to millions of clients and prospects. EDF delivered a minimum viable product in just four months. The new system generates 37,000 personalized quotes daily and improved both employee and customer satisfaction.
Consumer Goods Case Studies and Customer Success Stories with Pega CRM Applications
Unilever
- Consumer Goods
- Very Large
London, UK
Unilever used the Pega Platform to digitize and simplify their master data management. They needed a solution to handle complex... data for vendors, customers, and products across 190 countries. Pega enabled Unilever to unify data, improve speed, and boost data quality. Vendor onboarding time dropped from days to hours. Unilever empowered business users as citizen developers to drive innovation and process change.
Transavia used Pega's CRM suite to connect data and personalize customer experiences. The airline gained a real-time, holistic view of... 10 million customers. With Pega, Transavia improved sales offer relevancy in notifications by 5-10%. They automated 30-40% of flight claims, cutting costs and reducing claim handling time. Self-service usage rose from 40% to 90%, boosting customer satisfaction and saving money.
Pega has launched the Customer Engagement Studio, enhancing its Customer Decision Hub to streamline marketing campaigns through a conversational interface. Wells Fargo, a... key customer, uses this solution for six billion monthly decisions, highlighting its scalability. Pega shifts to outcome-based pricing, focusing on business results rather than token consumption, aligning with industry trends in AI cost models.