Events & Webinars
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.
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
Article
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.
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.
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.
Article
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.
Article
Pegasystems Rolls Out KYC Aid for Banks
Large banks can tackle this costly, time-consuming function with Pega Client Lifecycle Management.
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.
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.
Article
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.
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?
Related Resources
Data Sheet
Pega Sales Automation for Financial Services
Deliver proactive insights to agents, reps, and managers.
Data Sheet
Solving critical commercial banking challenges
Make every interaction an opportunity to strengthen your client relationships.
Isbank optimizes over 500 processes
Development productivity up 60 percent. Forty legacy systems consolidated. See how Isbank transformed.