Sydney · Pega + AI · Banking & Financial Services
Enterprise AI Automation for Banking & Financial Services
15 years of Pega expertise. 2 years engineering the AI layer on top of it.
- Workflows
- KYC refresh
- Hardship triage
- Dispute intake
- Credit memo draft
KYC refresh — agent queue
| Case | Agent | Guardrail | Status |
|---|---|---|---|
| Retail customer · document re-verify | Extractor | PII mask | Live |
| SME · beneficial owner change | Reviewer | Human-in-loop | Review |
| Trust account · sanctions re-screen | Screener | Policy eval | Live |
| Retail customer · address mismatch | Extractor | Confidence ≥ 0.9 | Review |
- Pega in banking & FS
- 15+ years
- Engineering the AI layer
- 2+ years
- Senior engagement
- 100%
- Based in Sydney
- Serving APAC
About SSM One
Where Pega expertise meets the AI frontier
SSM One Pty Ltd is a boutique enterprise automation consultancy founded in Sydney, Australia. We specialise in the intersection of Pega platform excellence and modern AI automation.
Our founder brings 15 years of hands-on Pega delivery inside Australia's largest banks and financial services firms — plus 2 years of dedicated AI engineering work layered on top of that foundation.
What we do
Built for financial services complexity
Four focused practice areas — all sitting at the intersection of Pega platform mastery and modern AI.
Pega Consulting
Architecture, design, build, and optimisation of Pega BPM and CLM solutions for enterprise banking and financial services workflows.
AI Automation
Engineering AI agent layers on top of existing Pega foundations — from decision automation to intelligent document processing.
Process Intelligence
Mining, analysing, and redesigning financial services processes to identify automation opportunities and measure ROI.
Managed Services
Ongoing platform stewardship, performance monitoring, and continuous improvement for your Pega and AI automation estate.
Why SSM One
The difference a specialist makes
Deep Specialisation
Pure Pega + AI focus. Not a generalist system integrator spreading thin across every platform and every industry.
Banking-Native
15 years inside financial services processes — KYC, onboarding, lending, compliance. We speak your language from day one.
AI-Ready
We're not retrofitting AI onto legacy thinking. We build it into the architecture from the start, where it adds the most value.
Boutique Agility
Senior expertise on every engagement. You work directly with the person who has 15 years of Pega and AI experience — not a junior.
The AI + Pega convergence
The next frontier is already here
Pega has spent decades mastering deterministic process automation — the rules, the routing, the compliance guardrails that financial services demands. AI agents bring probabilistic intelligence — reasoning, adaptation, and scale.
SSM One sits at exactly this intersection. We help banking and financial services organisations layer agentic AI capabilities onto their existing Pega investments — not as a rip-and-replace, but as a deliberate, governed extension of what already works.
Pega process automationAI agents & LLMsIntelligent enterprise
Industries
Where we work
Banking
Retail and corporate banking — onboarding, KYC, lending origination, collections, and compliance workflow automation.
Financial Services
Wealth management, superannuation, and capital markets — automating client lifecycle and regulatory reporting processes.
Insurance
General and life insurance — claims handling, underwriting automation, and policy administration on Pega.
“The agent is the easy part. The audit trail around it is the job.”
Get in touch
Start a conversation
Tell us about your Pega platform or AI automation challenge. We'll get back to you within one business day.