PEGA

Industry - Financial Services

Region – UK

Automated Decisioning: Accelerating Commercial Offers

Core takeaways

Implementation Services

Business challenge

The investment bank struggled with inconsistent manual decision-making when presenting commercial offers. This led to biased results and delayed communications with commercial customers. With each offer being manually vetted and ranked, there was a clear need for a system that could provide consistent, real-time, data-driven decisions based on predefined scorecard models.

Solution overview

Eclatprime introduced an automated decision engine utilizing Pega’s Customer Decision Hub (CDH). The solution captured various user inputs, including customer profile and current scorecard data, and processed them to determine the most suitable commercial offers. It then integrated with product enablement services via RESTful APIs, ensuring that the final offer rankings were both timely and unbiased. The entire process was automated to minimize human intervention and improve overall consistency.

Key success metrics