Data Sheet

Pega Client Service for Wealth Management and Brokerage


The importance of client relationships cannot be overstated. Clients demand a personalized, proactive experience that addresses their exact needs. Brokers, advisors and service representatives must deliver high-touch service while increasing their productivity given increased regulations, administrative tasks and constant change.


Pega Client Service for Wealth Management and Brokerage solution deliver a unified platform for delivering the ideal client experience. Leveraging the advanced technology of Pega 7, wealth advisors and brokerage firms can provide personalized client experiences, offer proactive service, increase their productivity, promote higher revenue and rapidly respond to market and regulatory change.


Related Resources

PegaWorld 2018

PegaWorld 2018

Register to Attend

Discover why 4,500 global leaders plan to join us next June in Las Vegas!

The Alternative


Don’t fall for the hype. See why today’s leading enterprises choose Pega CRM.