Pega Client Lifecycle Management

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


Seamlessly orchestrate global front-to-back-office processes with parallel processing of complex multi-product and multi-jurisdictional onboarding and account maintenance.


Ensure adherence to country and product specific regulations with a dynamic regulatory rules engine, master customer profiles and preconfigured, best-practice KYC rules.


Engage with your clients throughout the client lifecycle via a true omni-channel experience and empower your staff to put the client at the center of every transaction.
 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.

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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

ECM Taxonomy Terms: 
Financial Services