clm – -Translation – Keybot Dictionary

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  Icon/Industry/Financial  
Chartis recognizes Pega as a category leader in KYC & CLM
Chartis positioniert Pega als einen der Marktführer im Bereich KYC & CLM
Chartis reconoce a Pega como líder de categoría en KYC y CLM
Chartis riconosce Pega come leader della categoria KYC e CLM
A Chartis reconhece a Pega como líder da categoria em KYC e CLM
Pega はChartis による調査で KYC および CLM 分野のリーダーとして評価
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Pega CLM Media Coverage
Cobertura en los medios de Pega CLM
Copertura stampa Pega CLM
Cobertura na mídia do Pega CLM
Pega CLMのメディア掲載について
  Pegasystems Streamlines...  
“Integrating with Pega CLM via the Clarient Entity Hub API will allow global banks to easily retrieve Know Your Customer data directly within the Pega application,” said Matthew Stauffer, CEO, Clarient.
• Scale for the most complex global organizations – Pega CLM is the only solution in the market that can scale globally to support the onboarding process through to KYC. Built on the highly flexible and scalable Pega 7 platform, the application drives onboarding processes across a limitless number of entities, jurisdictions, and lines of business and can be easily modified to meet any bank’s unique needs.
  Pega Speeds Onboarding ...  
The new version of Pega CLM and Pega KYC will be available immediately and shown for the first time at Sibos in Toronto on October 16-19, 2017, at booth #KO2. For more information on Pega CLM and Pega KYC, visit www.pegaonboarding.com.
Intelligent automated event-driven review drives further efficiency: Pega further automates client refresh and change of circumstance – triggered by external data provider or internal customer data changes – to automatically drive auto-case creation, refresh, or auto-resolution through pre-built intelligence.
  Pega Speeds Onboarding ...  
The new version of Pega CLM and Pega KYC will be available immediately and shown for the first time at Sibos in Toronto on October 16-19, 2017, at booth #KO2. For more information on Pega CLM and Pega KYC, visit www.pegaonboarding.com.
Intelligent automated event-driven review drives further efficiency: Pega further automates client refresh and change of circumstance – triggered by external data provider or internal customer data changes – to automatically drive auto-case creation, refresh, or auto-resolution through pre-built intelligence.
  Icon/Industry/Financial  
Only Pega CLM delivers a unified, multi-channel application that does all of this and more. We make it easier to manage customer journeys, break down barriers, and turn complaints into kudos.
Nur Pega CLM liefert Ihnen eine einheitliche, kanalübergreifende Anwendung, die all das und noch vieles mehr bietet. Wir helfen Ihnen, Ihre Customer Journeys effizienter zu verwalten, Hindernisse zu überwinden und Beschwerden in Chancen zu verwandeln.
Solo Pega CLM ofrece una aplicación multicanal unificada que le permite hacer todo esto y mucho más. Facilitamos la gestión del recorrido de nuestros clientes, derribamos barreras y convertimos las quejas en halagos.
Solo Pega CLM offre un'applicazione unificata, multicanale che fa tutto questo e non solo. Con Pega è più facile gestire le esperienze clienti, annullare le barriere e trasformare eventuali reclami in opportunità.
Somente o Pega CLM fornece um aplicativo unificado e multi-channel que se encarrega de tudo isso. Simplificamos a gestão de jornadas de clientes, eliminamos barreiras e transformamos a conformidade em elogios.
これらすべてに対応し、その他の機能を備える統一された、マルチチャネル アプリケーションを提供するのは、Pega CLM だけです。カスタマー ジャーニーは簡単に管理し、障害を乗り越えられるようになり、クレームは賞賛に変わります。
  Pegasystems Introduces ...  
“Inherent AI within Pega CLM now allows global banks to make optimal offers to their customers in a highly controlled and transparent manner. Our ongoing investment in RegTech and CLM solutions enables our global banking clients to manage compliance while increasing customer centricity and profitability at the same time.”
Interactive customer relationship visualization: Pega CLM provides an enhanced interactive map of all key related parties for any given customer, from institutional through to consumer. Adding or removing related parties for the customer will now dynamically trigger or withdraw the appropriate due diligence activities and cases, ensuring all necessary due diligence is assessed prior to completing the customer journey.
  Pega Enhances Applicati...  
Expanded and updated KYC rules – Pega CLM offers full integration with the Pega KYC regulatory rules application. By partnering with leading regulatory advisor and global law firm DLA Piper, Pega KYC provides automated updates to more than 3,500 pre-built due diligence requirements and more than 3,000 pre-configured logic rules for regulations.
The growing list of complex onboarding and Know Your Customer regulations makes it difficult and expensive for banks to efficiently manage customers across their historically siloed lines of business and legacy systems. By extending the proven Pega CLM capabilities to personal banking channels, banks can drive these processes with a single master view of the client and all related parties, re-using data as they engage across the organization – from buy side and sell side to wealth and personal banking. This combined approach not only reduces costs and streamlines compliance but also provides faster and more consistent customer experiences that reduce the risk of abandonment.
  Pegasystems Introduces ...  
“Inherent AI within Pega CLM now allows global banks to make optimal offers to their customers in a highly controlled and transparent manner. Our ongoing investment in RegTech and CLM solutions enables our global banking clients to manage compliance while increasing customer centricity and profitability at the same time.”
Interactive customer relationship visualization: Pega CLM provides an enhanced interactive map of all key related parties for any given customer, from institutional through to consumer. Adding or removing related parties for the customer will now dynamically trigger or withdraw the appropriate due diligence activities and cases, ensuring all necessary due diligence is assessed prior to completing the customer journey.
  Pegasystems Streamlines...  
“Through Pega CLM, firms can easily integrate the data collected in kyc.com from our buyside and corporate customers to expedite the process of being ready to transact,” said Jon May, CEO, kyc.com. “Account opening and compliance is achieved quickly so firms can capture liquidity and increase speed to market. We are already working with 10 of the G14 banks and over 1,500 investment managers and corporates who want to reduce the burden of KYC requirements and dealing with multiple counterparties bilaterally.”
• Deliver quicker response to changing regulations – With full integration with the Pega KYC application, Pega CLM ensures adherence to global, country, and product-specific regulations with best-practice due diligence rules. In partnership with leading regulatory advisor and global law firm DLA Piper, Pega KYC stays up to date on the latest regulatory rule changes affecting client onboarding for all major markets, including AML, FATCA, CRS, MiFID II, Dodd-Frank, and EMIR.
  Pegasystems Streamlines...  
• Deliver quicker response to changing regulations – With full integration with the Pega KYC application, Pega CLM ensures adherence to global, country, and product-specific regulations with best-practice due diligence rules.
CAMBRIDGE, Mass. – March 21, 2016 – Pegasystems Inc. (NASDAQ: PEGA), the software company empowering the world’s leading enterprises with strategic business applications, today announced Pega Client Lifecycle Management (CLM), an application that streamlines and automates client onboarding – one of the most costly and time consuming functions burdening global banks. By orchestrating complex CLM processes on a global scale in a single unified application, Pega CLM reduces onboarding time by 70 percent, reduces costs by 60 percent, and dramatically improves the customer experience.
  Pegasystems Streamlines...  
“For too long, the financial industry has been forced to retrofit old solutions to tackle modern problems. Pega CLM sets a new standard for client lifecycle management by stripping away the seemingly insurmountable complexity and streamlining onboarding and KYC processes. This approach dramatically cuts costs, saves time, and ensures customer centricity globally while providing flexibility to easily adapt to change.”
• Realize faster time to revenue – With a fully extensible data model and a 360-degree master view of the customer, banks can easily reuse data to drive complex multi-jurisdictional, multi-product onboarding for new and existing clients. This enables banks to onboard new products faster than ever before and realize new revenue streams without delay. Pega CLM fully integrates with leading KYC utilities such as kyc.com (powered by Markit and Genpact) and Clarient to further streamline the time to transact. The application also enables bank customers to retrieve and integrate KYC profile data seamlessly into onboarding and reference data systems.
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PegaWorld 2016: Why Clients Chose Pega for CLM & KYC Transformation
Kundenorientiertes Onboarding Realität und Hoffnungen globaler Banken
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Eliminate Pain Points and Drive Value Through CLM
Komplexe Onboarding- und Due-Diligence-Prozesse vereinfachen
  Pegasystems Launches In...  
Pega Robotic Automation enables businesses to intelligently optimize how work gets done – by both humans and robots – across the enterprise from a centralized and globally scalable end-to-end solution. Pega Robotic Automation is now natively unified within Pega CLM and Pega KYC to seamlessly infuse robotic automation within any bank’s global onboarding and KYC transformation.
Global bank executives are re-evaluating their CLM, onboarding, and KYC processes, which are universally recognized as some of the most time consuming and costly steps banks have to manage. Pega CLM and Pega KYC streamline and coordinate these end-to-end processes – from client adoption, new product and jurisdiction onboarding, and KYC, to legal, fulfillment, and offboarding – on a single solution. Now Pega CLM and Pega KYC deliver even more efficiency gains with Pega Robotic Automation by offloading many of the high-volume, low-complexity onboarding and KYC tasks that impact banks.
  Pegasystems Ranked as T...  
“Financial institutions are facing increasing pressure to efficiently and effectively onboard customers in the face of increasing anti-money laundering regulations specific to location, product, and line of business,” said Sid Dash, Research Director, Chartis. “Our analysis found Pega KYC to be a category leader that can help banks manage these critical issues with advanced KYC and CLM capabilities backed by deep industry expertise.”
Chartis ranked Pega® KYC and Pega® CLM the highest out of 18 competing vendor solutions based on completeness of offering and market potential across 14 criteria. Chartis describes category leaders as “combining deep domain knowledge in various risk topics with deep technology assets and capabilities” that address the needs both large and small clients. In particular, Chartis noted Pega ranked highly in “KYC risk scores, its capabilities for enriching customers’ profiles, its support for additional due diligence, and its Customer Lifecycle Management (CLM) capabilities.”
  Pegasystems Introduces ...  
Named the top category leader in CLM and KYC applications by leading risk technology analyst firm Chartis, Pega CLM and Pega KYC provide large complex financial institutions with pre-defined industry best practices and out-of-the-box functionality for onboarding and KYC.
Pega KYC and Pega CLM use proven AI capabilities that analyze customer profile data in real time. Pega CLM leverages these insights to continually personalize the onboarding journey for each new customer with only the most appropriate products and service offers. This means customers receive the best recommendations to drive personalization and customer-centric service while increasing the bank’s competitive advantage. Pega lets banks set appropriate thresholds of transparency or opacity in their AI models to reduce risk and comply with regulations while still achieving business goals.
  Pega Opens Path to Bloc...  
Named the leader in CLM and KYC applications by analyst firm Chartis, Pega CLM and Pega KYC provide large complex financial institutions with predefined industry best practices, global coverage of KYC regulatory rules, and out-of-the-box functionality for onboarding and KYC.
Among the many blockchain use cases in software labs today, CLM and KYC provide one of the most pragmatic scenarios to realize blockchain’s benefits, such as increased security, collaboration, and cost savings. Banks spend billions of dollars managing due diligence compliance on new and existing customers against evolving KYC regulations designed to curb regulatory risk, terrorist financing, and money laundering. Blockchain can help financial institutions share this burden and eliminate duplicate efforts by vetting customers in a shared distributed ledger.
  Pega Onboarding Solutio...  
Keep up with global regulatory change & CLM transformation
Gestione la incorporación de clientes con
Gerencie a integração de clientes com o
  Pega Onboarding Solutio...  
Lead Architect, CLM Technology, Barclays
Gestione la incorporación de clientes con
Gestire l'onboarding cliente con
Gerencie a integração de clientes com o
  Pegasystems Introduces ...  
Named the top category leader in CLM and KYC applications by leading risk technology analyst firm Chartis, Pega CLM and Pega KYC provide large complex financial institutions with pre-defined industry best practices and out-of-the-box functionality for onboarding and KYC.
Pega KYC and Pega CLM use proven AI capabilities that analyze customer profile data in real time. Pega CLM leverages these insights to continually personalize the onboarding journey for each new customer with only the most appropriate products and service offers. This means customers receive the best recommendations to drive personalization and customer-centric service while increasing the bank’s competitive advantage. Pega lets banks set appropriate thresholds of transparency or opacity in their AI models to reduce risk and comply with regulations while still achieving business goals.
  Pega Enhances Applicati...  
Pega CLM is the only globally scalable application for large complex financial institutions to manage end-to-end CLM – from client adoption, enrichment, and KYC due diligence to credit, legal, and risk assessment through to fulfillment – while allowing for multi-jurisdictional, multiproduct onboarding with pre-defined industry best practices.
More efficient fund onboarding – Pega’s CLM capabilities for corporate and investment banking have been further extended to include bulk fund onboarding, making it the only application that allows for automated bulk onboarding of funds instead of manually rekeying fund information. Banks can instantly upload these fund details when onboarding a fund manager and add the related products for all or a subset of the funds. This automatically creates cases and related cases and dependencies, applying the right due diligence rules, dependencies, and processes.
  Pega Opens Path to Bloc...  
Named the leader in CLM and KYC applications by analyst firm Chartis, Pega CLM and Pega KYC provide large complex financial institutions with predefined industry best practices, global coverage of KYC regulatory rules, and out-of-the-box functionality for onboarding and KYC.
Among the many blockchain use cases in software labs today, CLM and KYC provide one of the most pragmatic scenarios to realize blockchain’s benefits, such as increased security, collaboration, and cost savings. Banks spend billions of dollars managing due diligence compliance on new and existing customers against evolving KYC regulations designed to curb regulatory risk, terrorist financing, and money laundering. Blockchain can help financial institutions share this burden and eliminate duplicate efforts by vetting customers in a shared distributed ledger.
  Pega Enhances Applicati...  
“With these enhancements to Pega CLM, we are extending our decade-long experience powering onboarding and KYC for the world’s largest corporate and retail banks. This will enable the world’s top financial institutions to rapidly implement Pega’s industry-leading applications with industry best practice functionality across multiple lines of business and channels.”
Expanded and updated KYC rules – Pega CLM offers full integration with the Pega KYC regulatory rules application. By partnering with leading regulatory advisor and global law firm DLA Piper, Pega KYC provides automated updates to more than 3,500 pre-built due diligence requirements and more than 3,000 pre-configured logic rules for regulations. This enables banks to be in step with changing regulatory requirements, including AML/CTF, FATCA, CRS, Dodd-Frank, EMIR, and MiFID. This also includes recent changes such as the new Fourth EU Money Laundering Directive and FinCEN’s new due diligence and ultimate beneficial ownership (UBO) rules.
  Pega Enhances Applicati...  
Pega CLM is the only globally scalable application for large complex financial institutions to manage end-to-end CLM – from client adoption, enrichment, and KYC due diligence to credit, legal, and risk assessment through to fulfillment – while allowing for multi-jurisdictional, multiproduct onboarding with pre-defined industry best practices.
More efficient fund onboarding – Pega’s CLM capabilities for corporate and investment banking have been further extended to include bulk fund onboarding, making it the only application that allows for automated bulk onboarding of funds instead of manually rekeying fund information. Banks can instantly upload these fund details when onboarding a fund manager and add the related products for all or a subset of the funds. This automatically creates cases and related cases and dependencies, applying the right due diligence rules, dependencies, and processes.
  Pega Onboarding Solutio...  
Pegasystems CLM/KYC will be the Platinum sponsor of TBM's Global Client Onboarding and Data Management conference in London on June 7th – 8th, 2018. In addition to being a key speaker at the event, Pega CLM will also be part of an industry panel, as well as an exhibitor.
"En KYC.com, desarrollamos nuestro negocio utilizando Pega y eso debe poder respaldar las demandas... llevar a cabo todo aquello que los bancos van a querer hacer con nosotros, y ofrecer un producto a prueba de cambios futuros... satisfacer las demandas y las exigencias de las cosas, como todas las demás regulaciones futuras".
"Per KYC.com, gestiamo il nostro business su Pega e ciò presuppone la capacità di rispondere alle richieste... di fare tutte le cose che le banche vorranno fare con noi, di adottare strategie a prova di futuro... di far fronte a tutte le difficoltà che possono subentrare e conformarsi a tutte le normative future".
“No caso da KYC.com, operamos com produtos da Pega e é necessário que eles consigam suportar as demandas... realizar todas as operações que esses bancos desejarão fazer conosco e estar preparados para o futuro... lidar com as demandas, com o rigor das exigências, como todas as regulamentações que surgirão.”
  Pegasystems Introduces ...  
Named the top category leader in CLM and KYC applications by leading risk technology analyst firm Chartis, Pega CLM and Pega KYC provide large complex financial institutions with pre-defined industry best practices and out-of-the-box functionality for onboarding and KYC.
Pega KYC and Pega CLM use proven AI capabilities that analyze customer profile data in real time. Pega CLM leverages these insights to continually personalize the onboarding journey for each new customer with only the most appropriate products and service offers. This means customers receive the best recommendations to drive personalization and customer-centric service while increasing the bank’s competitive advantage. Pega lets banks set appropriate thresholds of transparency or opacity in their AI models to reduce risk and comply with regulations while still achieving business goals.
  Pega Onboarding Solutio...  
Pegasystems CLM/KYC will be the Platinum sponsor of TBM's Global Client Onboarding and Data Management conference in London on June 7th – 8th, 2018. In addition to being a key speaker at the event, Pega CLM will also be part of an industry panel, as well as an exhibitor.
"En KYC.com, desarrollamos nuestro negocio utilizando Pega y eso debe poder respaldar las demandas... llevar a cabo todo aquello que los bancos van a querer hacer con nosotros, y ofrecer un producto a prueba de cambios futuros... satisfacer las demandas y las exigencias de las cosas, como todas las demás regulaciones futuras".
"Per KYC.com, gestiamo il nostro business su Pega e ciò presuppone la capacità di rispondere alle richieste... di fare tutte le cose che le banche vorranno fare con noi, di adottare strategie a prova di futuro... di far fronte a tutte le difficoltà che possono subentrare e conformarsi a tutte le normative future".
“No caso da KYC.com, operamos com produtos da Pega e é necessário que eles consigam suportar as demandas... realizar todas as operações que esses bancos desejarão fazer conosco e estar preparados para o futuro... lidar com as demandas, com o rigor das exigências, como todas as regulamentações que surgirão.”
  Pega Onboarding Solutio...  
Pegasystems CLM/KYC will be the Platinum sponsor of TBM's Global Client Onboarding and Data Management conference in London on June 7th – 8th, 2018. In addition to being a key speaker at the event, Pega CLM will also be part of an industry panel, as well as an exhibitor.
"En KYC.com, desarrollamos nuestro negocio utilizando Pega y eso debe poder respaldar las demandas... llevar a cabo todo aquello que los bancos van a querer hacer con nosotros, y ofrecer un producto a prueba de cambios futuros... satisfacer las demandas y las exigencias de las cosas, como todas las demás regulaciones futuras".
"Per KYC.com, gestiamo il nostro business su Pega e ciò presuppone la capacità di rispondere alle richieste... di fare tutte le cose che le banche vorranno fare con noi, di adottare strategie a prova di futuro... di far fronte a tutte le difficoltà che possono subentrare e conformarsi a tutte le normative future".
“No caso da KYC.com, operamos com produtos da Pega e é necessário que eles consigam suportar as demandas... realizar todas as operações que esses bancos desejarão fazer conosco e estar preparados para o futuro... lidar com as demandas, com o rigor das exigências, como todas as regulamentações que surgirão.”