Digitizing Customer Onboarding for Capital Markets and Banks

The purpose of this white paper is to document the details of customer onboarding process using Pega and highlight the typical pain points in digitizing the customer onboarding process in the banking and capital markets domain. It touches upon the functional overview of a client on-boarding platform, together with answering key questions around why customer drops out of the onboarding process, problems affecting onboarding and digitizing the process and where will the improvements come from.
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