Pega Client Lifecycle Management vs. Zinnia SmartOffice

Pega Client Lifecycle Management

Zinnia SmartOffice

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Pega Client Lifecycle Management	N/A	N/A	Pega Client Lifecycle Management (CLM) delivers a unified platform for automating and optimizing entity and underlying party onboarding and maintenance, regulatory KYC and due diligence compliance and reporting, credit risk orchestration, and fulfillment for accounts, products, and client mandates. The solution provides pre-built, best practice processes that enable exceptional global onboarding experiences from front to back office, in order to cut time to revenue and facilitate rapid response…	N/A
Zinnia SmartOffice	Score9.9 out of 10	N/A	Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.	$70 per month per user

Pricing

Pega Client Lifecycle Management

Zinnia SmartOffice

No answers on this topic

Single User Performance License: $70
per month Single User
Advisor Bundle: $135
per month Up to 2 user licenses
Producer Bundle: $275
per month Up to 5 user licenses

Pricing Offerings
Pega Client Lifecycle Management	Zinnia SmartOffice
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	Yes

No setup fee

Optional

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User Ratings
	Pega Client Lifecycle Management	Zinnia SmartOffice
Likelihood to Recommend	- (0 ratings)	7.5 (2 ratings)

User Testimonials
	Pega Client Lifecycle Management	Zinnia SmartOffice
Likelihood to Recommend	Pegasystems No answers on this topic	Zinnia It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word. Incentivized Stephen Hartmann President Read full review
Pros	Pegasystems No answers on this topic	Zinnia organized user friendly effective helpful transparent Incentivized Verified User Read full review
Cons	Pegasystems No answers on this topic	Zinnia The interface could be more user friendly Some of its functionality is hard to use and/or hard to find There are alot of field that we do not use that do not appear to be able to be deleted It can sometimes be difficult to add new functionality Incentivized Stephen Hartmann President Read full review
Alternatives Considered	Pegasystems No answers on this topic	Zinnia While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change Incentivized Stephen Hartmann President Read full review
Return on Investment	Pegasystems No answers on this topic	Zinnia organization productivity effeciency Incentivized Verified User Read full review
ScreenShots