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Advance look: Pega CLM/KYC – providing smart automation and increased compliance in client onboarding and KYC

Advance look: Pega CLM/KYC – providing smart automation and increased compliance in client onboarding and KYC

Thomas Hook , Log in to subscribe to the Blog

Excitement continues to build around PegaWorld, the world’s largest intelligent automation event. Highlighted as part of this year’s conference are sessions and demos that provide a roadmap for digital transformation for financial institutions – specifically how to achieve better, faster, more personalized and efficient client onboarding, and intelligently manage due diligence activities with Pega Client Lifecycle Management (CLM) and Know Your Customer (KYC).

For example, you’ll learn how global bank ING is complying with ever-changing Know Your Customer (KYC) regulations across multiple lines of business and countries using Pega CLM/KYC to maintain one view of the customer across the organization while maintaining data privacy.

Then take that knowledge with you to the Tech Pavilion and test drive the recent updates to Pega’s CLM/KYC application to find out first-hand how Pega helps you intelligently manage changing regulations, customer expectations, and your bottom line.

Check out some of our sessions, below, and find more details on our PegaWorld 2018 Agenda page.

Attend a how-to session

ING’s global front-to-back office transformation with Pega KYC and Pega CLM: ING had a major challenge to comply with the ever-changing KYC regulations across multiple lines of business and countries: Retail, Private Banking and Business banking. The organization needed a whole new KYC solution with front to back office onboarding and chose Pega CLM and KYC. In this session, Harry Van de Witte, IT Chapter Leader, and Saurabh Joshi, discuss how ING, with Pega, successfully implemented the Pega KYC solution and their global roll-out strategy. The discussion will cover how ING deployed the solution to meet customer risk targets, and were able to deploy once per month since their first go-live.

Test drive Pega CLM/KYC at the PegaWorld tech pavillion

Come to the Tech Pavilion and see why Chartis ranks Pega as THE category leader in KYC and Client Lifecycle Management (CLM). Discover how Pega CLM/KYC’s proven target operating model and unified architecture manages multiple, complex global and local regulatory requirements, plus leverages case management/workflow management to help increase customer satisfaction and efficiency during client onboarding.

With real-time demos, you’ll see the latest updates to Pega CLM and KYC, learning how Robotics can be leveraged to accelerate global customer onboarding and KYC by as much as 70%. And how new transparent AI capabilities help you recommend relevant products and services to drive additional revenue and provide an exceptional customer experience, while helping ensure regulatory compliance.

Discover in person why more than 45 leading financial institutions use Pega CLM/KYC across lines of business to globally orchestrate complex front to back-office functions, from onboarding through to compliance, credit, legal, operations, fulfillment, and off-boarding, ensuring transparency and efficiency. Providing one global view of the customer with an enhanced, interactive map of all related institutional and consumer parties, Pega’s CLM/KYC application reduces customer outreach and duplication of tasks while maintaining data privacy across lines of business and jurisdictions. Plus, it auto-triggers customer reviews for even the smallest change to customer data.

Experience how Pega CLM/KYC gives organizations a “no-code” ability to manage complex global regulatory requirements by only applying “what’s required, when required” with pre-configured and configurable major global regulatory requirements covering over 59 jurisdictions, including AML, FATCA/CRS, Dodd-Frank, MiFID II, and EMIR rules that are kept up to date by industry leading experts.

Meet industry peers that use Pega CLM/KYC

Network with your peers in global banking, including attendees from Pega’s CLM/KYC Client Advisory Board, as we discuss tech trends in financial services. Mix and mingle with like-minded global banking leaders who are experiencing the same challenges. You’ll learn from the best global Pega practitioners as we announce our customer award winners who have driven digital transformation and achieved staggering business results. In addition to all that amazing networking, we will highlight our perspectives on industry trends in banking and how to maximize your time at PegaWorld. Come join us to share ideas, capture best practices, and uncover new ways to disrupt.

Learn More:


Industry: Financial Services

About the Author

In his position as Director of Risk, Compliance & Onboarding for Financial Services at Pega Thomas Hook draws from his expertise in AML and sanctions compliance to help develop FinTech and RegTech solutions that support innovation and automation in global regulatory compliance programs.

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