Pega is ranked the leader in Client Lifecycle Management, Onboarding, and KYC applications.

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"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."

Pega is ranked the leader in Client Lifecycle Management, Onboarding, and KYC applications.

View Chartis report

Meet regulatory challenges with

Pega Know Your Customer

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Meet regulatory challenges with

Pega Know Your Customer

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Manage client onboarding with

Pega Client Lifecycle Management

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Manage client onboarding with

Pega Client Lifecycle Management

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Trusted by more than 40 leading banks, including the world’s largest corporate and investment financial institutions

Trusted by more than 40 leading banks, including the world’s largest corporate and investment financial institutions

Supported by a global team of regulatory and business subject matter experts, former big four consultants, attorneys, experienced implementation experts, leading product developers, third party data providers and consulting partners.

Pega delivers industry-leading onboarding and KYC applications to automate client journeys from onboarding through to offboarding, with proven rapid implementation methodology allowing our clients to deploy in as little as three months.

Pega Client Lifecycle Management demo video | 3:10

Keep up with global regulatory change & CLM transformation

The deciding factor for us [in choosing Pega Client Lifecycle Management] was what is offered out of the box. When we looked at the pack of stack, you get the complete stack. You don't have to get different components together.

Sandeep Jain Lead Architect, CLM Technology, Barclays

See it in Action

Seamlessly and easily orchestrate global front-office to back-office processes for complex multi-product and multi-jurisdictional customer onboarding and customer maintenance.
Seamlessly and easily orchestrate global front-office to back-office processes for complex multi-product and multi-jurisdictional customer onboarding and customer maintenance.
Ensure compliance with regulatory requirements, including AML/CTF, FATCA, CRS, Dodd-Frank, EMIR and MiFID II, through 7000+ prebuilt and easily modified KYC rules maintained by a global team of lawyers, ex-regulators, and policy makers.
Ensure compliance with regulatory requirements, including AML/CTF, FATCA, CRS, Dodd-Frank, EMIR and MiFID II, through 7000+ prebuilt and easily modified KYC rules maintained by a global team of lawyers, ex-regulators, and policy makers.
Engage with your customers via a true omni-channel experience and empower your staff to always put the customer at the center of every transaction.
Engage with your customers via a true omni-channel experience and empower your staff to always put the customer at the center of every transaction.
90% of corporates would switch to another financial institution for better client service in onboarding and account maintenance.
90% of corporates would switch to another financial institution for better client service in onboarding and account maintenance.

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Featured Clients

"For KYC.com, we run our business on Pega and that needs to be able to support the demands ... to do all of the things that those banks are going to want to do with us, and future proofing ... to deal with the demands the rigors of things like all the other regulations that are coming."

Jon May, CEO, kyc.com (Markit)

"For KYC.com, we run our business on Pega and that needs to be able to support the demands ... to do all of the things that those banks are going to want to do with us, and future proofing ... to deal with the demands the rigors of things like all the other regulations that are coming."

Jon May
CEO, kyc.com (Markit)

Global Partner Ecosystem

Consulting and Implementation Partners: Accenture, EY, Virtusa Polaris, Cognizant, CapGemini, McKinsey, Mayer Brown

Technology Partners: Equifax, Thomson Reuters (World-Check, Clarient, and Avox), IHS Markit (Kyc.com), OutsideIQ, DTCC, Kyckr, and Electronic Identification

 

“The idea behind using technology isn't just doing it for technology’s sake. The idea is to be more efficient and effective and that you have rules that are concomitant with each other in the EU or the US or Australia.”

Commissioner Bart Chilton, CFTC, Speaking About Pega

“The idea behind using technology isn't just doing it for technology’s sake. The idea is to be more efficient and effective and that you have rules that are concomitant with each other in the EU or the US or Australia.”

Commissioner Bart Chilton
CFTC, Speaking About Pega

Events & Webinars

Automation & operational efficiency in KYC

Pegasystems CLM/KYC is sponsoring the Connect Global’s Automation And Operational Efficiency in KYC Conference in London on June 11th-12th, 2018. Pegasystems CLM/KYC will also be speaking on how Automation and Robotics can help automate and streamline client onboarding and KYC functions. Stop by to learn more about our #1 ranked industry-leading CLM/KYC solution with built in Robotics and Automation.

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TBM's 4th Annual Global Client Onboarding and Data Management conference

Pegasystems CLM/KYC will be the Platinum sponsor of TBM's Global Client Onboarding and Data Management conference in London on June 7th – 8th, 2018. In addition to being a key speaker at the event, Pega CLM will also be part of an industry panel, as well as an exhibitor. Stop by to learn more about our #1 ranked industry-leading CLM/KYC solution.

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Webinar - Transforming the compliance world with new technologies

Could the latest technologies really be the game changer that compliance professionals have been waiting for? Join us on May 22, 2018 along with industry experts as well as subject matter specialists from Thomson Reuters and Pegasystems as we take a look at the issues compliance professionals face daily and how new technologies are already helping to reshape the compliance sector. We will also delve into what the future might look like.

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Webinar: Is it possible to keep pace with global KYC & CDD regulations?

Watch this webinar to learn how industry leading global law firm DLA Piper provides regular updates for Pega KYC’s rules engine, ensuring rapid updates thru a simple import wizard.

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Webinar: EY/Pega discuss how KYC regulations are driving onboarding transformation

Watch this webinar, hosted by Ernst & Young and Pega, to learn how the world's largest banks are transforming global onboarding, while meeting complex Know Your Customer (KYC) regulatory demands.

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News & Media Coverage

Press Release

Pega Opens Path to Blockchain for Customer Onboarding

Pega Blockchain Innovation Kit enables banks to test Ethereum in Pega KYC and Pega CLM.

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Article

International Regulatory Update Newsletter: Vol. VII

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

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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
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.

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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
Article

U.S. Banks, Activists Clash Over Due Diligence Proposal

Most large banks already collect information on their clients for customer due diligence purposes, said Reetu Khosla, global director of financial crime and risk solutions at Pegasystems, which makes software that helps banks with compliance issues.

Read the Wall Street Journal article

Resources

White paper

Transforming the client lifecycle

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Survey

Finextra study on client lifecycle management

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Newsletter

International Regulatory Update Newsletter: Vol. VII

Read the newsletter

ING's Global Front-to-Back office Transformation

Learn how ING, with Pega, successfully implemented the Pega KYC solution and our global roll-out strategy.

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PegaWorld 2018: EY: Transforming wholesale client onboarding

Learn how EY and Pega are collaborating to transform client lifecycle management for wholesale banks by leveraging Pega’s CLM platform.

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Pega can improve your end-to-end
client lifecycle management and compliance.

Pega can improve your end-to-end
client lifecycle management and compliance.

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