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Wealth management is a complex world - the Relationship Manager continues to be critical

Complexity doesn’t just exist in solving the client’s investment needs, information also needs to be relevant, in real-time, and meet compliance requirements. Unfortunately, many of these processes today are still manual, with information held in multiple applications and data sources. However, as soon as the Relationship Manager picks up a call, a chat, or an email from the client, he/she needs to be able to respond.

To achieve those goals, the Pega Platform links front-to-back processes in financial institutions, by providing real-time decision-making support, automating most of the tasks in the process, and initiating the KYC (Know-Your Customer) process and risk assessment. At the same time the system can look at investor preferences and match them to key indicators.

Watch this video on how Pega Voice AI:

  • Analyzes the conversation in real time
  • Guides the Relationship Manager to the relevant articles, cases and assists in filling out forms
  • … you might want to call it the Relationship Manager’s Co-Pilot


Industry: Financial Services Product Area: Customer Service Solution Area: Acquisition and Onboarding Solution Area: Operational Excellence Topic: AI and Decisioning Topic: Digital Transformation Topic: Personalized Customer Experiences Topic: Robotic Process Automation

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