Pega for Financial Services Pega for Financial Services

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."

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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.

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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.

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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.

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

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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.

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

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