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."
Intelligent suggestions anticipate client needs, providing relevant next best actions that guide advisors and service agents to deliver proactive client service.
With Pega, your client's experience seamlessly transitions across channels and devices without losing the context of the conversation.
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.
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.
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.
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.
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 recommends relevant, timely information based on the current customer interaction.