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Investment Banking CRM

Client relationships in investment banking are multi-dimensional and high-demand. Investment banks are challenged to deliver responsive customer service across multiple communication channels, while at the same time holding down the costs of customer relationship management (CRM) and ensuring regulatory compliance. Leading institutions count on Pega investment banking CRM software to help them meet the challenge. In fact, across the financial services sector, eight of the top 10 global banks use Pega banking BPM and banking CRM solutions to improve the efficiency and effectiveness of their back- and front-office business processes.


Pegasystems and Finextra conducted a bank and corporate client experience survey, exploring customer sentiments around sales, onboarding.


Read this Pegasystems survey of more than 1,000 participants – a combination of consumers and business decision makers from retail banking organizations.

Investment Banking CRM Solutions from Pega

Pega offers integrated investment banking CRM solutions that enable financial institutions to excel in key areas of customer relationship management including:

  • Onboarding. Pega Onboarding for Capital Markets automates the client onboarding process from end to end, while supporting dynamic specialization across lines of business, products, geographies, and jurisdictions. This investment banking CRM solution delivers faster onboarding times, reduced operational costs, automated compliance, and complete visibility into processing status.
  • Client service. Pega Client Service for Capital Markets is a complete multi-channel service solution featuring a guided desktop for service managers, workflow automation for client inquiries and service requests, and a powerful Web self-service portal. This investment banking CRM solution helps banks provide exceptional customer service through any channel and lets relationship managers focus on clients rather than administrative tasks.
  • Exceptions and investigations. Pega Smart Investigate for Securities automates exceptions and investigations management from alert through resolution, enforcing best practices throughout to minimize costs and risks.

Some of the world’s largest investment banks use Pega CRM software to streamline and automate their customer-facing processes. For example, JP Morgan Worldwide Securities Services (WSS) uses Pega investment banking CRM technology to substantially reduce the time it takes to on board new customers, while also reducing operational costs.

Agility in Investment Banking CRM

With Pega’s unique Build for Change® platform, business users can create and modify CRM rules, processes, and interfaces with any coding. The Pega CRM system automatically generates the necessary code to transform models and rules into working applications. With business users driving process change, investment banks are able to quickly adapt to new market challenges and opportunities.

Along with investment banking CRM, Pega offers software that automates and streamlines other banking operations, including commercial lending software, risk and fraud management software, and more.

Learn more about the benefits of Pega investment banking CRM technology.