Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Accenture Cloud Trade Promotion Management
Yes
Capgemini Intelligent Automation Platform
Yes
Cognizant
Yes
Equifax Compliance Center
No
LSEG World-Check
No
Integrations
Accenture Cloud Trade Promotion Management
No
Capgemini Intelligent Automation Platform
No
Cognizant
No
Equifax Compliance Center
Yes
LSEG World-Check
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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