Attention: Wealth Management & Brokerage Firms. PEGA’s CLIENT SERVICE has tailored solutions for you

Published at: October 7, 2020

The value of client relationships cannot be overstated. Every client wants a frictionless experience that can meet their specific requirements in an automated manner. Hence, it becomes essential for businesses to deliver client-focused services while managing multiple accounts and processes. Brokers, advisors, and service representatives must offer high-touch service while growing their productivity and managing other processes professionally. 

Pega client service for Wealth Management & Brokerage address the challenges financial firms face and streamline their client experience. It professionally manages all types of clients services, allowing them to develop client loyalty with optimal performance. They can easily manage multiple accounts without harming their performance and other processes. 

What Does Pega Client Service For Wealth Management Do?

With Pega Client Service, Wealth Management and Brokerage, financial firms can manage 

  • End-to-end client lifecycle management with personalised interaction & segmentation
  • A single view of the client to help your representatives know each individual
  • Streamline inquiry and service request management with intelligent process automation
  • Improve the performance of advisors with a role-based advisor desktop
  • Customize client experience and deliver proactive services

Remarkable Benefits Businesses Can Utilize With Pega Wealth Management:

Wealth Management Firms: The Biggest and Best

Increase Business Agility

Pre-defined, easily configured processes, rules, object and data models, interfaces, and other application assets accelerate implementation time.

Simplify Operations to Maximize Productivity

End-to-end work automation boosts productivity by automatically reducing duplicate requests, delivering relevant documents, and intelligently routing, prioritizing, and tracking cases.

Engage Clients with Personal and Proactive Service

Omni-channel user experience transparently transitions activities across any channel and device, including phone, mobile, web, e-mail, chat, and social media.

Customize the client experience

Make every interaction an efficient, client-centric experience using context-driven processes to dynamically guide representatives through each step.

PEGA & Crochet Technologies

Pega is the leader in cloud software for customer engagement and operational excellence. The world’s most recognized and successful brands rely on Pega’s AI-powered software to optimize client experiences on any channel. 
Crochet Technologies (  is a silver partner of Pega and assists its customers across the globe achieving ROI on their Pega investments. Crochet has major clients in the Banking, Financial Services, Insurance & Government Sectors in India, Middle East, Europe, UK, Israel, Australia. Reach us today:

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