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

“CLM enables banks to appear ‘joined up’ to their corporate customers.”

    — Thea George, Research Director, Finextra

Increased KYC regulatory requirements, heightened customer expectations and operational challenges are driving financial institutions to re-examine their end-to-end client lifecycle management experience. As a result, client lifecycle management transformation has become a top priority for the largest global banks to not only stay competitive but to ensure customer centricity. 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.

Thea George, Research Director from Finextra, and Reetu Khosla, Senior Director Client Lifecycle Management from Pega, will discuss best practices to drive digital transformation and global automation front to back office, highlighting new research from our recently published whitepaper, Bring Your Complex Client Onboarding into the Digital Age.


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