Skip to main content

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Pega for Financial Services

Pega Client Lifecycle Management

Expedite onboarding, time to transact while managing KYC due diligence.

“Building on its historically strong market position, Pega has expanded its KYC functionality with perpetual KYC monitoring and low-code capabilities differentiators”

Get to know Pega Client Lifecycle Management

onboarding with pega client lifecycle management

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.

compliance with pega client lifecycle management

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.

transparency with pega client lifecycle management

Provide client focus with
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.

agile implementation with pega client lifecycle management

Faster benefits with
agile implementation

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

global scalability with pega client lifecycle management

Unified solution with
global scalability

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.

Customer Case Studies

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

Pega Client Lifecycle Management Media Coverage

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

Share this page Share via x Share via LinkedIn Copying...