Pega Client Service for Wealth Management and Brokerage

Build loyalty across the client journey with
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.

Personalized, Proactive Service

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

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.

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.

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

Provide an efficient, consistent customer service experience for website visitors.
Two or more parties can securely share the same webpage with just a single click.
Listen to social conversations, analyze customer sentiment, and provide an appropriate response.
Pega recommends relevant, timely information based on the current customer interaction.
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.