Pega Onboarding

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

Chartis Research ranks Pega as category leader in the RiskTech Quadrant® for KYC and recognizes Pega as category winner for CLM in the RiskTech 100®.

"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."
Meet regulatory challenges with

Pega Know Your Customer

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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

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.

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Keep up with global regulatory change & CLM transformation

"We are able to complete two releases per month with Pega CLM and KYC --out of the box, scaling globally, to meet complex regulatory demands."
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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.

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.

Ready to find out more about Pega Onboarding?

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."
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Global Partner Ecosystem

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

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

"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."

Events & Webinars

Webinar

On-demand webinar

In this webinar, EY and Pega discuss the trends and innovations in digital Client Lifecycle Management and KYC, which can benefit financial institutions as part of their digital transformation strategy.

Bloomberg preview

On-demand webinar

Whether you are buyside or sell side there are steps you can take to turn your cost centers into revenue generators. Watch this webinar to hear a panel of in-house legal and compliance professionals discuss their top 10 best ideas for helping their firms make more money faster and drive client/investor loyalty.

On-Demand Webinar

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.

News & Media Coverage

7 reasons why you should embrace low-code development right now

Article

Artificial intelligence (AI) is being used throughout digital transformation initiatives and is changing how banks perform client on-boarding, anti-money laundering (AML) and know-your-customer (KYC) compliance.

Article

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

Chartis RiskTech100 logo

Article

Leading risk technology analyst firm evaluated 100 global risk providers and rated Pega as category award winner for CLM.

CRM Influential Leader Awards

Article

CRM Magazine named Alan Trefler, Pegasystems’ CEO and Founder a ‘CRM Influential Leader Award’ winner. Learn how Alan is driving digital transformation with artificial intelligence and emerging technologies such as blockchain, including Pega CLM and Pega KYC.

Press Release

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

Article

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

Article

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

Article

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

Resources

Why Pega CLM ranked category winner by Chartis RiskTech100

Hear about the key market trends and and the core factors behind Pega's CLM recognition in the RiskTech100 rankings as a category winner.

PegaWorld 2019: How global banks are digitally transforming through client onboarding and KYC

Learn how the largest global banks are digitally transforming KYC and Client Onboarding.

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