Enhance Every Client Relationship with Production-Line Efficiency

The Challenge: Client relationships are the life-blood of private banks, wealth advisors and retail brokers, with clients demanding a personalized, responsive experience that addresses their exact needs. But delivering this level of high-touch service – while increasing the productivity of financial advisors – is an overwhelming challenge given the growing burden of regulations, administrative tasks and constant change.

With Pega’s unified platform providing a complete view of each client and end-to-end service fulfillment, wealth advisors and brokers can transform every aspect of the client lifecycle. Uniquely, Pega delivers intelligent automation, holistic case management and rules-driven processes that dynamically adapt to each client, situation, channel and regulation to fully support your customer segmentation strategies. When you combine these capabilities with Pega’s extraordinary ability to put change into the hands of the business user, you gain unprecedented power to optimize each customer experience, maximize the productivity of every advisor and instantly adapt to new business opportunities, competitive pressures and regulatory change.

Learn more about Pega solutions for:

• Client On-Boarding – Dynamic, end-to-end process automation offers a seamless on-boarding experience from initial advisor consultation to back-office account setup and funding. Intent-driven processes guide users through each step, orchestrate activities across people, systems and channels and ensure the right regulations are applied at the right time. The result is automated on-boarding that eliminates gaps between sales and fulfillment, manual administration and non-compliance.
• Multi-Channel Customer Relationship Management – Whether you need a complete advisor desktop or want to enhance existing operations, Pega has the solution. Pega’s role-based, integrated desktop facilitates the personalized interactions that build stronger, more durable relationships. Pega’s service case management extends the value of existing technologies by holistically managing all of the work required for complex inquiries and service requests. And both solutions work across multiple channels, products and lines of business to deliver outstanding client experiences with far greater efficiency.