Pega for Financial Services

Pega Client Service for Wealth Management and Brokerage

Build loyalty across the client journey

"This project is a really good example of implementing quickly with Pega. By leveraging the out-of-the-box Avaya connection and Pega application for client service, we rapidly deployed and were able to reduce service times by 4x."
Get to know Pega Client Service for Wealth Management and Brokerage
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Personalized, proactive service

Intelligent suggestions anticipate client needs, providing relevant next best actions that guide advisors and service agents to deliver proactive client service.

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Omni-channel experience

With Pega, your client's experience seamlessly transitions across channels and devices without losing the context of the conversation.

Service case management

Efficiently capture inquiries and service requests, making clients happier in the process. Easily connect front office advisors with back office staff and systems for end-to-end resolution and transparency into the real-time status of requests, across all channels.

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Client service desktop

Simplify the user experience for your advisors, specialists, and support staff. Configure a role-based desktop with widgets personalized by user to organize dashboard reports and client, household, and account data into one complete view, so the most important information is always at your fingertips.

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Web and mobile mashup

Embed Pega directly into your existing channels to deliver a consistent client experience. With Pega Mashup, instead of hard-coding logic into each channel independently, you can bring the intelligence of case management directly to the client touchpoint.

Additional Product Features

Two or more parties can securely share the same webpage with just a single click.

Easily integrate DocuSign's digital signature capabilities within Pega applications.

Pega can retrieve client data from existing systems in real time, in a way that’s easy to configure.

Pega Cloud gives you immediate access to create, test, deploy, and manage applications.

Pega Chat

Provide an efficient, consistent customer service experience for website visitors.

Pega Social Engagement

Listen to social conversations, analyze customer sentiment, and provide an appropriate response.

Pega Knowledge

Pega recommends relevant, timely information based on the current customer interaction.

Customer Case Studies

See how customers are using Pega Client Service for Wealth Management and Brokerage to transform their enterprises.

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Case Study

Credit Suisse Delivers Faster, More Personal Client Service

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Presentation

RBC Wealth Streamlines Client Service Processes

Charles Schwab Improves the Client Experience

See how Pega can help your business

Talk to an expert and see how Pega can transform your customer experiences with next-generation software applications and solutions.