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.
Area prodotto: Onboarding
Area prodotto: Pega Client Lifecycle Management for Financial Services
Argomento: Eccellenza operativa
Industry: Servizi finanziari
Sfida: Acquisizione e onboarding
Tag
Risorse correlate
Ricerche correlate e approfondimenti
Scopri le novità, le innovazioni e cosa è di tendenza adesso.
Perché scegliere Pega?
Un software straordinariamente potente non è l'unica cosa che ci distingue.