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Data Sheet

Pega Client Lifecycle Management for Personal Banking

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Poor customer service, lack of a 360-degree customer view, high application abandonment rates, fragmented and costly manual processes, layers of ever-changing regulation and a lack of standardization and transparency lead to dissatisfied customers, high operational costs, and non-compliance.

Pega CLM delivers a unified, multi-channel application for managing customer journeys, from onboarding to offboarding. Pega CLM makes it easy to break down the barriers that prevent ‘people’ from becoming ‘customers’. Barriers such as complicated and inconvenient application processes, limited and outdated channels, onerous and repetitive data gathering and poor visibility into progress and status.


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Industry: Financial Services Product Area: Onboarding Solution Area: Acquisition and Onboarding

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