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