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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

There’s no need for downloads, installations, or plug-ins; simply add a line of Javascript to your website, and customers can share their browsing experience with just one click. Pega Co-Browse allows you to easily highlight and direct customers to the information they require, ensuring a seamless interaction. You can request permission from the customer to control their page and provide guidance, or utilize highlighting features and visual indicators, such as arrows, to steer them effectively. Furthermore, Pega Co-Browse enables you to designate sensitive information that should be obscured using HTML elements or form fields, ensuring that all masked data remains within the customer's browser and is invisible to the representative. This solution offers a no-code approach to concealing or hiding text fields and images, allowing businesses to control what information agents can see. Moreover, Pega Co-Browse can be integrated with Pega Chat or any other chat platform, enhancing the overall customer service experience. Additionally, you have the option to incorporate chat functionalities directly within your Pega Customer Service application for greater efficiency.

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

Accenture Cloud Trade Promotion Management
Capgemini Intelligent Automation Platform
Cognizant
Equifax Compliance Center
LSEG World-Check

Integrations

Accenture Cloud Trade Promotion Management
Capgemini Intelligent Automation Platform
Cognizant
Equifax Compliance Center
LSEG World-Check

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

Pega

Founded

1983

Country

United States

Website

www.pega.com/products/customer-service/cobrowse

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

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

Product Features

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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