Revolutionize your Onboarding with Pega, the only globally scalable and unified solution for CLM.

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Revolutionize your Onboarding with Pega, the only globally scalable and unified solution for CLM.

Watch the video

Meet regulatory challenges with

Know Your Customer

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Meet regulatory challenges with

Know Your Customer

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Manage all client journeys with

Client Lifecycle Management

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Manage all client journeys with

Client Lifecycle Management

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Faster Onboarding and Compliance with Pega

The only globally scalable and unified solution for client lifecycle management. Intelligent work automation dramatically cuts time to revenue while ensuring compliance with global and local regulations, whether you are onboarding new clients, adding products for existing customers, account maintenance thru to off-boarding and servicing clients.

Faster Onboarding and Compliance with Pega

The only globally scalable and unified solution for client lifecycle management. Intelligent work automation dramatically cuts time to revenue while ensuring compliance with global and local regulations, whether you are onboarding new clients, adding products for existing customers, account maintenance thru to off-boarding and servicing clients.
Seamlessly and easily orchestrate complex institutional and individual, multi-product and multi-jurisdictional customer onboarding and customer maintenance front-office to back-office, globally.
Seamlessly and easily orchestrate complex institutional and individual, multi-product and multi-jurisdictional customer onboarding and customer maintenance front-office to back-office, globally.
Ensure compliance with global, country, and product specific regulations with preconfigured, best-practice KYC rules that can easily be modified, including AML, CTF, FATCA, CRS, Dodd-Frank, EMIR, MiFID II across major financial markets.
Ensure adherence to global, country, and product specific regulations with preconfigured, best-practice KYC rules that can easily be modified, including AML, CTF, FATCA, CRS, Dodd-Frank, EMIR, MiFID II across major financial markets.
Engage with your customers via a true omni-channel experience throughout the client lifecycle. Empower your staff to always put the customer at the center of every transaction.
Engage with your customers via a true omni-channel experience throughout the client lifecycle. 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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“Despite the rise in global regulations and complexity in the marketplace, corporate clients have little sympathy for banks that can’t meet their expectations around customer service. The increasing pressure on banks by regulators and customers provides a great opportunity. As the results of our study with Finextra show, forward-looking banks that globally transform their Client Lifecycle Management across sales, onboarding, KYC, and service, can gain a decisive advantage in a competitive market that is ripe for change.”

Reetu Khosla, Senior Director, Pegasystems Get the full report

“Despite the rise in global regulations and complexity in the marketplace, corporate clients have little sympathy for banks that can’t meet their expectations around customer service.

Reetu Khosla
Senior Director, Pegasystems

Get the full report

Ensure Compliance

Pega KYC delivers rapid and executable regulatory updates, revolutionizing the way banks keep pace with change. Industry leading global law firm DLA Piper provides regular updates for Pega KYC’s rules engine, ensuring rapid updates thru a simple import wizard.

Ensure Compliance

Pega KYC delivers rapid and executable regulatory updates, revolutionizing the way banks keep pace with change. Industry leading global law firm DLA Piper provides regular updates for Pega KYC’s rules engine, ensuring rapid updates thru a simple import wizard.
“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

Faster Onboarding and Compliance

Global Onboarding and Due Diligence Time Reduced By 70%


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Faster Onboarding and Compliance

Global Onboarding and Due Diligence Time Reduced By 70%

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Transforming the Client Lifecycle

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

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CLM Evolved: Bring Your Complex Client Onboarding into the Digital Age

Learn how banks are providing a true global experience to their clients, delivering efficiencies front to back office, including multi-jurisdictional and multi-product onboarding all while keeping pace with regulatory change.

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CLM Evolved Events

Join us in London, Zurich, Paris, and NYC as we share industry trends of how leading banks are transforming their onboarding processes and ensuring compliance to complex KYC and due diligence regulations.

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

Contact an expert  Email us now

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

Contact an expert  Email us now