Simplify processes. Speed up client onboarding with automate verification. Manage client lifecycles, and boost retention and profits. Say goodbye to complexity. Say hello to a unified,
digital platform designed to optimize your onboarding processes.
CLM NextGen is our cutting-edge digital platform that revolutionizes the customer onboarding process. Offering pre-built journeys for every crucial step, including onboarding, client identification, due diligence, KYC (Know Your Customer), and fulfillment, it follows a holistic approach to streamline and simplify your banking operations. This component-centric solution empowers you with a plug-and-play build option, ensuring rapid ROI. It makes customer onboarding more efficient and hassle-free than ever before.
In the fast-paced realm of banking operations, complexity can escalate quickly, resulting in additional staffing and higher costs. To tackle this challenge, CLM NextGen offers a streamlined approach to onboarding and dynamic verification, guaranteeing a uniform customer experience.
It oversees banking client lifecycles, promotes client retention, and enhances your bank’s profitability. While a CRM stores client data, a CLM preserves the client relationship itself.
CLM NextGen is our cutting-edge digital platform that revolutionizes the customer onboarding process. Offering pre-built journeys for every crucial step, including onboarding, client identification, due diligence, KYC (Know Your Customer), and fulfillment, it follows a holistic approach to streamline and simplify your banking operations. This component-centric solution empowers you with a plug-and-play build option, ensuring rapid ROI. It makes customer onboarding more efficient and hassle-free than ever before.
In the fast-paced realm of banking operations, complexity can escalate quickly, resulting in additional staffing and higher costs. To tackle this challenge, CLM NextGen offers a streamlined approach to onboarding and dynamic verification, guaranteeing a uniform customer experience.
It oversees banking client lifecycles, promotes client retention, and enhances your bank’s profitability. While a CRM stores client data, a CLM preserves the client relationship itself.
It is a modular application that integrates selected components into an existing CLM landscape, optimizing financial institution’s operations for efficiency and cost-effectiveness. Key features include:
Automation of KYC refreshers and remediations for existing customers
Enabling Foreign Account Tax Compliance Act (FATCA), Asset Liability Management (ALM), Common Reporting Standard (CRS), and credit checks for new clients
Faster onboarding with self-service capabilities for forms and documents
Utilizing OCR for smart data capture
Powered by the robust Pega platform, CLM NextGen helps banks automate and scale up their banking operations and boost efficiency by offering a centralized view of activities across various accounts and countries. It empowers finance companies with a comprehensive and secure system helping acquire more customers and manage KYC requirements in compliance with banking regulations.
Powered by the robust Pega platform, CLM NextGen helps banks automate and scale up their banking operations and boost efficiency by offering a centralized view of activities across various accounts and countries. It empowers finance companies with a comprehensive and secure system helping acquire more customers and manage KYC requirements in compliance with banking regulations.
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