Pega for Financial Services

Forge lasting customer relationships and accelerate digital transformation.

Turn Your Advisors Into Rainmakers

Earning trust takes more than a handshake

The days of managing your clients’ wealth on the golf course or over a fancy lunch are... well... over. Your advisors are held to increasingly higher standards, and you’re under pressure to help them retain and grow their books of business.

How much do you really trust your current systems to help you do that? Are you one of those wealth management firms that think their sales automation techniques fall short?

If so, don’t sweat it – we’re here to help! Pega’s Sales Automation software will ensure that your advisors can understand and analyze their clients' context in real time. Our advanced AI delivers proactive, relevant, and personalized next best actions that drive superior client outcomes and bring more business through the door.

Data Sheet

Pega Sales Automation for Financial Services

Deliver proactive insights to agents, reps, and managers.

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Customer Revenue ROI Calculator

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Accelerate Client Acquisition

Be the best whale hunter

Your future high-value client is busier than you. They're on the road and in the air, buried under newspapers, devices, and tough decisions. If your marketing strategy doesn't harpoon them quickly, they're taking their assets to other firms.

To get your next best client’s assets under your management, you need to truly “get” them. You need to know what they need, when they need it, and how they want it. With clients this important, you can’t afford to get it wrong. Every interaction must be perfectly personalized.

Seems tough, right? Not with Pega. Our proven AI technology guides you to anticipate each potential client’s need and automates and personalizes your communications – in the right channel – every time. That’s the kind of smart, tailored approach that attracts even the busiest of big shots.

Increase Your Book of Business

Know your customers. Grow your customers.

You can’t increase your book of business using the same old tactics. Instead, you’ll need to deepen your relationships.

What does that mean? It means knowing what your clients need right now, and anticipating what’s coming tomorrow. It means using powerful technology to see further and act smarter.

With Pega, you can understand and analyze context in real time, while staying agile enough to meet your clients’ evolving needs. AI-powered recommendations deliver personalized actions that can help you achieve that tricky balance between client goals and your company's goals.

Case Study

PNC Financial: #1 in Customer Experience

See the effects of real-time marketing and consistent automated processes across PNC.

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Case Study

RBC: Better Service Levels Increase Loyalty

See the impact of RBC’s end-to-end resolution process rebuild.

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Build Loyalty and Retain AUM at Every Interaction

Win their hearts. Manage their assets forever.

Your clients want more than annual returns. They want every conversation to be proactive, productive, and personal across all channels.

Your clients expect you to understand their specific needs at any given moment. Guess what? You can.

Pega’s AI-powered technology empowers you to deliver one-to-one marketing to everyone in real time. You’ll not only understand needs, you’ll anticipate them, and reach out before they happen. And you’ll deliver relevant and personalized messages that keep your important clients – and their assets – right where they are.

Streamline Service Operations

Don’t expose your silos to your clients

Clients craving better service have no trouble switching to another firm. They want nothing less than smooth, personalized onboarding, account maintenance, service requests, and inquiry handling.

Financial institutions often fail to deliver because they’re too focused on front-end technology. “Hey, look at our new mobile app!” they shout into the digital void. Slick, shiny apps are great, but they don’t do the heavy lifting of automating fulfillment. The result is laborious, manual legwork for service teams and frustration for your clients.

Pega is engineered to automate across silos, finally connecting your front-end channels to your back-office operations. So your clients get what they want when they want it, while you get the work done even faster. Happier clients at a lower cost of service? Brilliant.

Product Demo | 2:02

Pega Client Service for Wealth Management & Brokerage

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Customer Success | 3:48

Isbank Optimizes Over 500 Processes

Development productivity up 60 percent. Forty legacy systems consolidated. See how Isbank transformed.

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Digital Process Automation

Accelerate your digital transformation

Can we please stop obsessing over FinTech? Instead of chasing trends, actively work toward the client outcomes with tools that deliver them more efficiently. Oh, and revolutionize your clients’ experience in the process.

Think of every transaction as an opportunity to improve. Loan origination, account opening and funding, payment processing, and approval processes can all be revamped and refreshed easier than you think.

With Pega’s industry-leading and industrial-strength digital process automation platform, you can improve productivity, cut costs, and satisfy even your choosiest clients. We have decades of experience helping the world’s leading financial institutions solve massively complex business challenges. Bottom line: Pega can help you generate more business at a lower cost of operation. Who doesn’t love that?

Seamlessly Orchestrate Client Onboarding

Make accelerated onboarding your competitive advantage

You’ve heard the saying “you only get one chance to make a first impression.” On a scale of 1-10, how would you rate yours? If you’re like most firms, your onboarding processes – and, ultimately, time to transact – have room to improve. Yes, you can blame the regulators. You can blame your firm’s system and process silos. There are many reasons why digital-age onboarding is complicated.

But how about actually solving the problem? What if you could seamlessly orchestrate the entire process, streamline regulatory compliance, massively accelerate onboarding times, and turn a historically poor experience into a competitive advantage?

With Pega Client Lifecycle Management, you can. Our award-winning application does it all: automating your processes, ensuring global KYC compliance, and providing client focus with comprehensive visibility, tracking, and reporting, from front to back office. Oh, and it can easily scale across multiple lines of business and jurisdictions. Great first impression? Check.

Forrester Report

Client-Centric Onboarding

Know the pain points that can hold you back from presenting a unified client-centric experience.

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Forge lasting customer relationships and accelerate digital transformation

Explore featured applications and solutions for wealth management:

Pega Sales Automation for Financial Services

Build relationships, guide advisors, and grow revenues.

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Pega Marketing for Financial Services

Improve customer sales and satisfaction during every interaction.

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Pega Client Service for Wealth Management & Brokerage

Deliver a superior client experience, and improve advisor productivity.

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Pega Robotic Automation & Intelligence

Automation and insight to drive operational excellence.

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Get Pega Solutions for Wealth Management

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