Pega for Financial Services

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."
Expedite onboarding with
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.

Ensure compliance with
Pega KYC

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.

Provide client focus with
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.

Faster benefits with
agile implementation

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 (Markit), Clarient, Avox and World-Check.

Unified solution with
global scalability

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.

Customer Case Studies

See how customers are using Pega Client Lifecycle Management to transform their enterprises.

IHS Markit

Case Study

IHS Markit: Easing KYC for thousands of banks

Keeping Pace with Global Regulatory Change & Client Lifecycle Management Transformation

Insurance preview card image

Case Study

Global Onboarding and Due Diligence Time Reduced By 70%

Pega CLM Media Coverage

Banks Earn Fees Faster – Pegasystems Cuts Corporate Onboarding Time By 70 Percent

Pegasystems Rolls Out KYC Aid For Banks

Pegasystems Debuts Client Lifecycle Management Tool to Help Banks Streamline Onboarding

The Modern Hurdles of Corporate Banking Compliance

What Can Banks Do to Tackle the Challenge of Regulatory Compliance?

How Banks Are Looking More Like Tech Companies

U.S. Banks, Activists Clash Over Due Diligence Proposal
See how Pega can help your business

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