CLM NextGen
Automate and scale banking operations with a revolutionary digital platform.
Capabilities
See how we’re helping our clients.
Optimize banking operations with a modular application for efficiency and cost-effectiveness.
Automate know-your-customer (KYC)
Get a fully automated system for KYC refreshers and remediations for existing customers.
Adhere to global regulations
Comply with Foreign Account Tax Compliance Act (FATCA), Asset Liability Management (ALM), and Common Reporting Standard (CRS), and conduct credit checks for new clients.
Onboard new customers faster
Enable rapid onboarding with self-service capabilities for forms and documents.
Capture data smartly
Utilize optical character recognition (OCR) to seamlessly collect data.
Deploy end-to-end automation
Get pre-built journeys for every crucial step, from client identification and onboarding to fulfillment.
Improve client relationships
Activate your data to retain clients and increase customer lifetime value.
How We Can Help
Simplify operations for your bank and your customers.
In banking, complexity can escalate quickly and result in a need for additional staffing and, subsequently, higher costs. To address this challenge, CLM NextGen offers a streamlined approach to onboarding and dynamic verification, guaranteeing a uniform customer experience.
By using CLM NextGen, we improved customer interaction with a 40% drop in onboarding time. We also simplified KYC and risk assessment for transparency and traceability with an amplified customer experience.
Representative from a leading bank in New Zealand
Our Experts
We believe we're better together.
At Credera, we believe that unique perspectives and backgrounds make us better, stronger, and faster. Meet our leaders in this space who are creating a better environment to work, grow, and deliver outstanding client experiences.
Subhakanta Mishra
Pega Practice Client Services
Hyderabad
Sanjeev Singh
Pega Practice CTO
Hyderabad
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Contact Us
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