Pega Client Lifecycle Management
Expedite onboarding, time to transact while managing KYC due diligence.
"The deciding factor for us [in choosing Pega Client Lifecycle Management] was what is offered out of the box. When we looked at the pack of stack, you get the complete stack. You don't have to get different components together."
parallel case orchestration
Seamlessly connect front and back office functions, eliminate duplicate data requirements and manage various processes, including due diligence, credit, tax, and legal, in parallel.
Integrated with Pega CLM, the application manages compliance globally with a dynamic regulatory rules engine, global master view clients, intent led-processes, and pre-configured best-practice KYC rules that cover AML/CTF, FATCA, CRS, FINRA, MiFID II, IIROC, EMIR, and Dodd-Frank, among others.
transparency and reuse
Provide end to end global visibility through comprehensive visibility, tracking, and status reporting that can be customized to relationship manager or clients. Global reuse of due diligence information reduces repeated requests for client information.
Pega CLM and KYC are fully integrated, ensuring quick delivery and functionality with a proven implementation methodology. Ensure fast ROI with a manageable and risk-based approach, leveraging existing systems and out-of-the box connectors such as kyc.com (Markit), Clarient, Avox and World-Check.
One system centralizes and orchestrates onboarding and client lifecycle management across jurisdictions and lines of business, from retail through to commercial banking, ensuring transparency and efficiency of front and back office operations.
Pega CLM Media Coverage
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