Pegasystems Inc. · NASDAQ:PEGA
Pegasystems — PegaWorld iNspire 2023
8 slides from Pegasystems's conference presentation, 2023
Slide 1: Wells Fargo: Delivering Customer Centric Engagement at Scale
Wells Fargo: Delivering Customer Centric Engagement at Scale Fleur Twohig Executive Vice President, Marketing Execution & Optimization, Consumer Data & Engagement Platforms Wells Fargo Client logo goes here, vertically and horizontally centered if light colored logo © 2023 Pegasystems Inc.
Slide 2: Wells Fargo Today
Wells Fargo Today* • Serves one in three US households • 10% US small businesses • 34.3 million active digital users** (online and mobile) • 4,525 branches * As at May 2023 **Digital and mobile active customers is the number of consumer and small business customers who have logged on via a digital o
Slide 3: Strategic Guiding Principles
Strategic Guiding Principles 1. Customer centricity 2. ‘Moments that matter’ 3. Omni-channel engagement 4. Scalable, effective infrastructure 5. Agile and iterative 6. Opportunity to transform 3
Slide 4: Our Journey
Our Journey Vision & Personalization Test & learn principles pilot Customer Branch engagement expansion engine in digital Conversation Test & learn market launch 4
Slide 5: Key Learnings
Key Learnings • Imperative for change • Transforming together • Ability to respond to changing needs • Assess complexity of ‘tribal knowledge’ • Creating a plug and play foundation is essential for agility & scalability • Technology partnership • It’s a journey not a destination! 5
Slide 6: Questions?
Questions? PegaWorldiNspire
Slide 7: What Next?
What Next? Vision & Personalization Test & learn principles pilot Digital customer Process engagement transformation engine Conversation market launch Test & learn AI drivers? Build & scale 7
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