Data Sheet
Pega Client Lifecycle Management (CLM) for Private Banking & Wealth Management
Pega CLM offers the industry’s best solution across the client lifecycle with its client-centric approach. Using the rich functionality Pega CLM offers, wealth management and private banking firms around the world have been able to deliver the best customer experiences, minimize compliance risk, and drive operational efficiencies at every opportunity, whether it’s onboarding a new client, adding a product, stepping across jurisdictions, carrying out a regular KYC review, or offboarding.
Desafío: Adquisición e incorporación de clientes
Industry: Servicios financieros
Tema: Excelencia operativa
Área de producto: Onboarding
Área de producto: Pega Client Lifecycle Management for Financial Services
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