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Pega Wealth Management and Pega Mobile from Pegasystems
Pega's mobile solutions for wealth and fund management include meeting management tools, client interaction tracking, needs-based selling support, client onboarding, document management, and AI-driven insights - all accessible via mobile devices for on-the-go client management.
Product analysis by function
Mobile Meeting Technology for Client Relationship Management
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
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