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.

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Tags

Industry: Financial Services Product Area: Onboarding Product Area: Pega Client Lifecycle Management for Financial Services Solution Area: Acquisition and Onboarding Topic: Operational Excellence