Pega Client Lifecycle Management vs. Salesforce Agentforce Financial Services
Pega Client Lifecycle Management vs. Salesforce Agentforce Financial Services
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Pega Client Lifecycle Management | N/A | Pega Client Lifecycle Management (CLM) delivers a unified platform for automating and optimizing entity and underlying party onboarding and maintenance, regulatory KYC and due diligence compliance and reporting, credit risk orchestration, and fulfillment for accounts, products, and client mandates. The solution provides pre-built, best practice processes that enable exceptional global onboarding experiences from front to back office, in order to cut time to revenue and facilitate rapid response… | N/A | |
 Agentforce Financial Services | N/A | The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services… | $300 per month billed annually per user |
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| Pega Client Lifecycle Management | Salesforce Agentforce Financial Services |
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| Pega Client Lifecycle Management | Salesforce Agentforce Financial Services | |
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| Small Businesses |  Affinity CRM Score 9.2 out of 10 | Affinity CRM Score 9.2 out of 10 |
| Medium-sized Companies | No answers on this topic | No answers on this topic |
| Enterprises | No answers on this topic | No answers on this topic |
| All Alternatives | View all alternatives | View all alternatives |
| Pega Client Lifecycle Management | Salesforce Agentforce Financial Services | |
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| Likelihood to Recommend | - (0 ratings) | 5.0 (2 ratings) |
| Usability | - (0 ratings) | 5.0 (1 ratings) |
| Pega Client Lifecycle Management | Salesforce Agentforce Financial Services | |
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| Likelihood to Recommend |  Pegasystems No answers on this topic | Salesforce
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| Pros | Pegasystems No answers on this topic | Salesforce
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| Cons | Pegasystems No answers on this topic | Salesforce
 Oscar Elizondo Espinosa Client Specialist |
| Usability | Pegasystems No answers on this topic | Salesforce
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| Alternatives Considered | Pegasystems No answers on this topic | Salesforce
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| Return on Investment | Pegasystems No answers on this topic | Salesforce
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| ScreenShots |