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Data Sheet | PDF | 4 Pagine

Streamline client and agent experience in wealth management

Even the most digitally transformed wealth management firms still struggle to provide seamless and frictionless service experiences to clients. Roadblocks like manual processes, siloed data, and legacy systems frustrate agents, advisors and the back office - preventing them from providing the most optimal experience for clients. Give your clients the exceptional service they deserve – without overhauling your existing service implementation. Learn more about how to amplify and extend your service desktop simply and quickly.

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La progettazione delle app, rivoluzionata

Ottimizza la progettazione dei flussi di lavoro, in modo rapido, con la potenza di Pega GenAI Blueprint™. Imposta la tua visione e assisti alle creazione istantanea del tuo flusso di lavoro.

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