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Data Sheet

Pega Onboarding for Wealth Management & Brokerage

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KEY CHALLENGE

Delivering client-focused onboarding while efficiently maintaining multiple accounts can be a challenge with isolated systems and inefficient procedures. These fragmented processes translate into high operational costs, client dissatisfaction, and missed cross-sell/up-sell opportunities.

THE SOLUTION

Pega Onboarding for Wealth Management and Brokerage empowers firms to automate and optimize their new business and account maintenance processes. Leveraging the advanced technology of Pega 7, this solution provides pre-built, best-practice processes that enable exceptional client onboarding experiences, dramatically cut processing time, promote higher revenue, and facilitate rapid response to change.


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