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Analyst Report

Automate client onboarding with AI, Robotics and Smart Integrations

Learn how to streamline onboarding and due diligence with a comprehensive, unified CLM and KYC solution.

Automating and Enhancing the CLM and KYC Journey in the Digital Age

PDF | 16 pages | 14 mins read

Drive customer-centricity and reduce risk

Are you using automation with integrated robotics and AI capabilities – right out of the box – to drive a better customer experience during onboarding?

Eradicate some of the meaningless ‘busywork’ involved across the customer lifecycle to enhance the customer experience, save costs, and to reallocate employees to more complex, investigative tasks. Download this paper, written in partnership with Chartis Research, to learn how.

Related resources

Get the latest regulatory developments in client onboarding and customer due diligence.

Join industry experts as they discuss best practices to drive digital transformation and global automation of KYC.

Learn key insights from a survey of 140 global corporate and investment bankers to eliminate pain points and drive value through CLM.

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Pegasystems is the leader in software for digital transformation. Find out more about our 35-year history of helping the world's leading organizations achieve breakthrough business results.

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