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Events & Webinars

Sales Automation prevcard

Integrating KYC into the Digital Age

In this ACAMS webinar, Reetu Khosla (Pega) and Robert Mara (Ernst & Young, LLP) discuss best practices to drive digital transformation and global automation of KYC across lines of business.

Watch video

Customer Centric Banking: Insightful Engagement Every Time

Leading banks are already using technologies like AI, predictive analytics, and process automation to drive business insights and enhance real-time conversations both in person and in digital channels. Learn more from CEB Tower and Pega experts as they share the latest trends and best practices.

Bring Your Complex Client Onboarding Into the Digital Age

Thea George, Research Director from Finextra, and Reetu Khosla, Senior Director Client Lifecycle Management from Pega, discuss best practices to drive digital transformation and global automation of client lifecycle management.

Keeping Pace With KYC Regulations

Hear from Pega and leading experts from DLA Piper law firm on keeping up with complex regulatory changes across multiple jurisdictions, products and lines of business, using technology and global regulatory expertise.

News & Media Coverage


International Regulatory Update Newsletter: Vol. VI

This newsletter highlights the latest regulatory developments in client onboarding and customer due diligence from Pega and Mayer Brown KYC/AML experts.

Read the article


Pegasystems Software Robots Help Banks Onboard Institutional Customers

Integrating robotics into an application suite provides efficiency and allows banks to pull the right data when they need it.

Read the Forbes article

Blog post

How to Cross-Sell With a Customer Focus

Financial institutions rely on cross-selling for growth and income, but global regulations are driving a new approach.

Check out the blog


Banks Earn Fees Faster: Pegasystems Cuts Corporate Onboarding Time By 70 Percent

Banks can streamline onboarding by driving activities in parallel, across products and geographies.

Read the Forbes article


Pegasystems Rolls Out KYC Aid for Banks

Large banks can tackle this costly, time-consuming function with Pega Client Lifecycle Management.

Read the PYMNTS.com article

Blog post

Why Your Corporate Banking Clients Just Aren’t Feelin’ the Love

According to industry expert Ron Wellman, banks need to help corporate clients feel more connected.

Check out the blog

Blog post

Regulatory Compliance and Customer Centricity: Can Banks Address Both?

With the right tools, banks can deliver a customer-centric experience while staying compliant.

Check out the blog


59% of Bankers See Payments by Wearables As Common Within Two Years

A study of senior bank executives provides insights into the digital future of financial services.

Read the MediaPost article

Blog post

What Do You Think Your Customers Think of You?

Customer service quality varies widely. What is your bank doing to address key moments of truth?

Check out the blog

Related Resources

Financial Services prevcard 1

Data Sheet

Pega Sales Automation for Financial Services

Deliver proactive insights to agents, reps, and managers.

Get the data sheet
Financial Services prevcard 3

Data Sheet

Solving critical commercial banking challenges

Make every interaction an opportunity to strengthen your client relationships.

Get the data sheet

Isbank optimizes over 500 processes

Development productivity up 60 percent. Forty legacy systems consolidated. See how Isbank transformed.