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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Engaging customers has become more intricate as they demand personalized, consistent, and relevant interactions with brands across various platforms. While your customer engagement system should facilitate this process, many existing solutions are cumbersome and fail to fulfill the need for tailored interactions. A significant number of these platforms struggle to integrate essential information from different organizational data silos, which is crucial for responding to customer inquiries in real time across all channels. Pega Marketing represents a pivotal advancement in the landscape of customer engagement platforms. By incorporating advanced customer analytics and real-time business rules, Pega continuously assesses the context of every customer interaction, suggesting the most suitable offer, content, channel, and action to pursue. Utilizing Pega enables you to forge stronger relationships with your customers, shifting from mere segmentation strategies to a comprehensive approach to customer experience across all channels, thereby enhancing overall satisfaction and loyalty. Moreover, this innovative platform empowers businesses to adapt swiftly to changing customer needs and preferences, ensuring a more dynamic and responsive engagement strategy.

Description

Pega refreshes its regulatory guidelines every quarter, drawing from a worldwide network of legal professionals, regulatory specialists, and policymakers who possess extensive knowledge of major regulatory bodies such as the SEC, OCC, FinCEN, CFTC, FINRA, HKMA, MAS, FCA, and ESMA. This system allows for swift responses to audit and regulatory issues using "look-back" capabilities that facilitate automated bulk case creation, routing, escalation, and ensuring the auditability of changes made to rules. Users can easily modify rules through a configuration process and promptly tackle any identified issues using a no-code rule management interface. Employing a rules-based framework enables the seamless onboarding of clients across various jurisdictions, business sectors, or product lines. Additionally, it allows for the integration of local regulatory mandates as required, ensuring that only the necessary extra information is gathered. This adaptability not only streamlines compliance but also enhances overall operational efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Equifax Compliance Center
LSEG World-Check
Talkdesk

Integrations

Equifax Compliance Center
LSEG World-Check
Talkdesk

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/customer-engagement-platform

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/industries/financial-services/know-your-customer

Product Features

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Product Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

KYC

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