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Create clear, simplified client onboarding and KYC processes

Streamline the experience from the start Exceed client expectations with great service and transparency, while staying compliant with complex regulations. Request a demo
Key benefits

Make onboarding smooth and efficient

Offer end-to-end transparency

Accurately manage KYC risk globally

Client Lifecycle Management

Automate and simplify across the entire client journey

From your first client interactions to data and document management, Pega helps streamline your onboarding process and carry out the right amount of KYC due diligence needed for every relationship.

Ongoing KYC Reviews

Evaluate KYC risk as events occur with ongoing monitoring

By using readily available data and documents and screening third-party information for any changes, Pega triggers necessary client reviews and automates the rest. You can rely on us.

Change Management

Easily address complex client needs and updates, globally

Changes can happen fast for your clients. Proactively make quick and transparent updates with audit trails and accountability, no matter if the changes are big, small, regional, or global.

Featured customers
Let’s get started We can’t wait to show you what’s possible with Pega. Request a demo