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Pega CRM for Financial Services

Low-code financial services software designed to simplify complex banking processes.

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Overview

Pega CRM for Financial Services offers a low-code platform tailored to streamline and automate complex banking operations. It supports various banking functions including lending, onboarding and KYC, financial crime and fraud management, payment exceptions, customer service, operations, next best action, and collections.

The platform enables financial institutions to accelerate digital customer experiences, automate middle and back office processes, and personalize customer interactions in real time. It also provides tools for risk mitigation, fraud detection, and efficient resolution of payment disputes.

Pega CRM integrates intelligent automation and decisioning capabilities to improve operational efficiency and customer satisfaction within financial services organizations.

Key Features

+ Low-code platform for rapid application development
+ Automated onboarding and KYC processes
+ Financial crime and fraud detection and management
+ Payment exceptions and dispute resolution automation
+ Customer service automation with intelligent workflows
+ Operations automation for middle and back office
+ Next best action real-time customer personalization
+ End-to-end collections management

Integrations

Core banking systemsCRM platformsFraud detection systemsPayment processing networksKYC/AML compliance toolsEnterprise data warehousesThird-party risk management solutions

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