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.
Défi: Acquisition et Onboarding
Groupe de produits: Onboarding
Groupe de produits: Pega Client Lifecycle Management for Financial Services
Industry: Services financiers
Thème: Excellence opérationnelle
Tags
Ressources associées
Recherches et analyses recommandées
Découvrez les nouveautés et tendances actuelles et à venir.
Pourquoi Pega ?
Notre puissant logiciel n'est pas notre seul atout.