Name: Pega Client Lifecycle Management
Author: Pegasystems

Call Center Workforce Optimization

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

AI Development

Functional Testing

Innovation Management

No-Code Development

Development

Learning Management

Education

Business Intelligence (BI)

Collaboration

Enterprise Content Management

Enterprise Search

PDF Editors

Privacy Policy Generators

Transportation & Logistics

Enterprise

Accounting

Anti-Money Laundering (AML)

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Delivery Controllers (ADC)

Cloud Management

Cloud Storage

Converged Network Adapters (CNAs)

Data Center Cooling

Data Warehouse

Disk Cloning

Firewall

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

LAN Switches

Managed DNS

Network Operating Systems

Network Performance Monitoring

Software Composition Analysis (SCA)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Contact Management

Content Management

Customer Experience Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Mobile Advertising

Product Intelligence

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Headless eCommerce

Sales Enablement

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Apparel

Fleet Maintenance

Loan Servicing

Restaurant POS

Text Analysis

Vertical-Specific

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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 to market and regulatory change.

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.

Essential

Scale

Advanced

Affinity CRM

Pega Client Lifecycle Management

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Pegasystems develops strategic applications for sales, marketing, service and operations. Pega’s applications streamline critical business operations, connect enterprises to their customers seamlessly in real-time across channels, and adapt to meet rapidly changing requirements. Pega’s Global 2000 customers include many of world’s most sophisticated and successful enterprises. Pega’s applications, available on-premises or in the cloud, are built on its unified Pega 7 platform, which uses visual tools to easily extend and change applications to meet clients’ strategic business needs.

Pegasystems

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Pega Client Lifecycle Management

Overview

What is Pega Client Lifecycle Management?