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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Your agents play a crucial role in achieving your success. Ensure that your team remains engaged, efficient, and productive no matter their location. It's essential for your customers to feel valued and cared for. Deliver proactive, individualized, and seamless experiences across multiple channels to meet their expectations. Nowadays, it's imperative to juggle various responsibilities effectively. Reduce expenses and optimize your channels through smart automation and case management solutions. Streamline and automate workflows among teams and systems to expedite the resolution of customer inquiries. Pega’s AI-driven case management is designed to adapt to diverse customer service needs. With pre-established microjourneys based on industry standards, you can quickly implement effective strategies. This approach guarantees efficient service delivery at every touchpoint while also reducing your team's cost-to-serve in the face of growing contact volumes, ultimately enhancing overall customer satisfaction. Emphasizing this interconnectedness can lead to improved outcomes for both your team and customers alike.

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
TechSee

Integrations

Equifax Compliance Center
LSEG World-Check
TechSee

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

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

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

Product Features

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

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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