Pega Client Lifecycle Management

products-sales
Expedite onboarding, time to transact while managing KYC/due diligence with
Pega Client Lifecycle Management

Orchestrate

Seamlessly orchestrate from front-to-back-office globally complex multi-product and multi-jurisdictional onboarding and account maintenance.

Control

Ensure adherence to global, country and product specific regulations with preconfigured, best-practice KYC rules. A fully unified regulatory rules maintenance engine easily adapts to changing risk.

Connect

Engage with your customers via a true omni-channel experience, throughout the client lifecycle. Empower your staff to put the customer at the center of every transaction.
  Ensure compliance with

Pega KYC

Integrated with Pega CLM, deliver a global master view of entities and related parties for institutional through to retail customers. Pre-configured rules-driven application, covering major global regulatory requirements: AML, CTF, FATCA, CRS, FINRA, MiFID II, IIROC, EMIR, Dodd-Frank, and suitability.
  Meet regulatory changes with

KYC: Staying Compliant

Pega works with industry leading regulatory law firm DLA Piper to keep pace with regulatory changes directly in the application. The team includes former global heads of regulatory bodies and enforcement who work with all primary regulators including the: SEC, OCC, FinCEN, CFTC, FINRA, HKMA, MAS, FCA, ESMA.
  Simplify with

Transparency and Control

The ability to digitally start and automate the onboarding process, with prioritization, auto-routing and case creation from sales through to compliance, credit, legal, operations, fulfillment and off-boarding. Provide end to end global visibility for the bank and the customer ensuring customer centricity.
  Faster benefits with

Agile Implementation

Pega CLM is integrated with Pega KYC, ensuring faster delivery and functionality with a proven implementation methodology. Ensure fast ROI with a manageable, risk-based approach, leveraging existing systems, and out-of-the box connectors such as kyc.com (Markit), Clarient and Equifax Interconnect.
  Fast time to revenue with

Multi-jurisdictional Onboarding

Best-in-class onboarding application, covering the complete client lifecycle. Pre-configured, responsive portals backed by a flexible data-model and intent-led business rules. One system joins sales teams to compliance, credit, legal, operations and fulfillment, ensuring transparency and efficiency.

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Faster Onboarding and Compliance

Global Onboarding and Due Diligence Time Reduced By 70%


Read the case study



Faster Onboarding and Compliance

Global Onboarding and Due Diligence Time Reduced By 70%

Read case study