Pega Client Service for Wealth Management and Brokerage
Show clients you really know them. Pega uses the data you’ve already collected to deliver a personalized and proactive client experience every time.
Automate your client service best practices to ease the administrative burden and reduce complexity for advisors so they can spend more time working directly with clients.
Respond faster to market and regulatory change with agile Pega technology. Manage complexity across client segments, geographies, and even business lines, from wealth to brokerage to retirement.