Pega Client Lifecycle Management
Expedite onboarding, time to transact while managing KYC due diligence.
"Pega scored highly for its KYC risk scores, its capabilities for enriching customers’ profiles, its support for additional due diligence, and its Customer Lifecycle Management (CLM) capabilities."
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
Drive accountability across the end to end process with transparency and customized reporting. 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. A zero code approach accelerates ROI, leveraging existing systems and out-of-the box connectors such as kyc.com (Markit), Clarient, Avox and World-Check.
Our client-centric approach orchestrates onboarding and client lifecycle management across jurisdictions and lines of business, including retail, commercial, wealth management, and institutional banking, ensuring transparency and efficiency of the end to end process.
Pega CLM Media Coverage
Pega Founder & CEO Named CRM Influential Leader
Pega Opens Path to Blockchain for Customer Onboarding
Pegasystems Wins Lifecycle Management Award from Chartis Research
RegTech's role in the transformation of Client Lifecycle Management and KYC Operations
Banks Need to Go Low to Crack Rapid Delivery and Innovation of Onboarding KYC Apps & RegTech
GDPR and Onboarding: Conforming to GDPR across the Customer Lifecycle