Onboarding v2

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

Learn more

Manage client onboarding with

Pega Client Lifecycle Management

Learn more

Manage client onboarding with

Pega Client Lifecycle Management

Learn more

Trusted by 4 of the Top 10 Corporate and Investment Banks & Over 25 Leading Banks

Trusted by 4 of the Top 10 Corporate and Investment Banks & Over 25 Leading Banks

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

Keeping Pace with Global Regulatory Change & Client Lifecycle Management Transformation

Complex global regulations affect the entire client lifecycle. In particular, new rules for client onboarding and KYC due diligence are rapidly evolving. Keeping pace with regulatory changes (including AML, Dodd-Frank, FATCA, EMIR, and MiFID II) for complex institutional clients during the client lifecycle journey is driving banks to reevaluate current processes and technology on a global scale across lines of business. Hosted by Reetu Khosla, Pega's Senior Director for Risk, Compliance and Onboarding, this client panel will share best practices and practical suggestions for using technology and global regulatory expertise to tackle the challenges.

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
Watch the video
  • Testimonial
  • 3:36

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.

Ready to find out more about Pega Onboarding?

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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

Ernst & Young and Pega Luncheon: See How AI & Robotics Transform KYC and Onboarding in the Digital Age

Going to Sibos 2017 Toronto? Join this exclusive luncheon on Wednesday, October 18 at 12 p.m. Limited seating available. Interested?

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On-Demand Webinar

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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On-Demand Webinar

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

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.

Read the Forbes article
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

Transforming the Client Lifecycle

Pegasystems and Finextra explore the challenges banks face in bringing the customer and product onboarding into the digital age.

Read the white paper

Finextra Study on Client Lifecycle Management

Pegasystems and Finextra’s recent survey explores customer sentiments around sales, onboarding, KYC, and servicing.

View the survey results

International Regulatory Update Newsletter: Vol. V

Keep informed of developments in onboarding and account maintenance areas of the financial services sector with Pega and DLA Piper.

Read the newsletter

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

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

Contact an expert  Email us now