Pega Client Lifecycle Management vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Pega Client Lifecycle Management
Score 0.0 out of 10
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
Wealthbox CRM
Score 9.9 out of 10
N/A
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
Pricing
Pega Client Lifecycle ManagementWealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Pega Client Lifecycle ManagementWealthbox CRM
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Pega Client Lifecycle ManagementWealthbox CRM
Top Pros

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Top Cons

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User Ratings
Pega Client Lifecycle ManagementWealthbox CRM
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Pega Client Lifecycle ManagementWealthbox CRM
Likelihood to Recommend
Pegasystems
No answers on this topic
Starburst Labs
Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
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Pros
Pegasystems
No answers on this topic
Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
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Cons
Pegasystems
No answers on this topic
Starburst Labs
  • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
  • Issues do not get resolved timely.
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Alternatives Considered
Pegasystems
No answers on this topic
Starburst Labs
Wealthbox is more user friendly and has a better view
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Return on Investment
Pegasystems
No answers on this topic
Starburst Labs
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
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ScreenShots