Business Problem The wealth management industry is under pressure to increase revenue and wallet share, in a “hyper- personalized” competitive environment. Today, clients utilize digital channels even when they have a dedicated advisor and expect to get access to investment recommendations and financial advice round the clock. Self-service portals for investors is imperative, to improve the asset managers’ productivity and subsequently increase the number of clients served. Solution Overview The Wealth Advisory solution powered by Pega Customer Decision Hub, provides hyper-personalized financial advisory by recommending the right mix of investments based on the customers’ needs, risks, liabilities, and goals. The solution aims at democratizing access for retail investors to cus

Join for free to read