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Pega Client Lifecycle Management (CLM)

Global transformation is changing the world’s leading financial institutions. Global banks need to reach compliance and due diligence rules while ensuring an excellent customer experience, easy onboarding for clients, as well as competitive advantage.

The world’s largest banks use Pega for Client Lifecycle Management. Pega helps financial institutions manage complexity, creating an experience that’s good for clients and their customers. With Pega, compliance and onboarding are 70% faster, creating a more direct path to revenue. With omni-channel capabilities, customers can access Pega in a way that makes the most sense to them.

Whether you are onboarding new clients, adding products for existing customers, or servicing clients and account maintenance requests, Pega Client Lifecycle Management unifies sales, onboarding, and a CRM to make application development 8x faster.

Explore how Pega Client Lifecycle Management (CLM) provides an onboarding pathway for the world’s leading financial institutions.


The complex regulatory environment is driving global transformation of onboarding at the world's leading financial institutions. Global banks need to meet ever increasing compliance and due diligence rules that are line of business, product and jurisdiction specific, while also ensuring excellent customer service, competitive advantage, and faster onboarding for their clients. The world's largest banks rely on Pega for client lifecycle management. End-to- end orchestration of sales, onboarding, know your customer, credit, fulfillment through to servicing, managing complexity, including institutional, advisor, fund and correspondent bank onboarding. With Pega, compliance and onboarding are 70% faster, providing a global customer experience and faster time to revenue.

Pega's omnichannel capabilities enable onboarding at point of contact, whether your customers prefer a mobile app, live chat, web self service, co-browsing, a phone call, or a face to face visit. Sales, traders, sales assistance, compliance, credit, legal, fulfillment, and customer service can view and manage the onboarding lifecycle to know exactly where the customer is in the process. Pega's leading unified rules, process and case management capabilities, ensure end-to-end orchestration front to back office. Rules-riven processes drive KYC and due diligence by country, booking entity, and product. AML, Dodd-Frank, FATCA, MiFID II, EMIR, suitability, country, and product specific rules on one platform allow clients to start doing business faster, giving you the competitive advantage required in today's global market.

The Global Master Customer view delivers a 360 degree view of the customer profile, ensuring reuse, complex entity management, streamlined service, and a better customer experience. Pega client lifecycle management, unified sales, onboarding, KYC, and CRM is built on the Pega 7 Platform, which provides business-friendly tools to make application development eight times faster than Java coding. Easily translate business needs into applications that span regions, channels, products and business lines, to manage regulatory and operational changes in days versus months. Regulatory rule maintenance updates can be received in minutes. Pega runs in the cloud, or your data centers, keeping your systems up to date. It is the only solution that delivers the scalability needed for full client lifecycle management. Our world is constantly changing. Only Pega lets you build for change.


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