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Pega Onboarding & KYC

The world’s largest banks, leading corporate and investment banks and global asset managers rely on Pega Onboarding and Know Your Customer to manage institutional, advisor, fund and correspondent bank onboarding.


The complex regulatory environment is driving global transformation of onboarding at the world's leading financial institutions. Global banks need to meet ever increasing compliance and due diligence rules that are line of business, product and jurisdiction specific, while also ensuring excellent customer service, competitive advantage, and faster onboarding for their clients. The world's largest banks rely on Pega for client lifecycle management. End to end orchestration of sales, onboarding, know your customer, credit, fulfillment, through to servicing. Managing complexity, including institutional, advisor, fund, and correspondent bank onboarding.

With Pega, compliance and onboarding are 70% faster, providing a global customer experience and faster time to revenue. Pega's omnichannel capabilities enable onboarding at point of contact, whether your customers prefer a mobile app, live chat, web self-service, co-browsing, a phone call, or a face to face visit.

Sales, traders, sales assistants, compliance, credit, legal, fulfillment, and customer service can view and managing the onboarding lifecycle to know exactly where the customer is in the process. Pega's leading unified rules, process, and case management capabilities ensure end to end orchestration front to back office. Rules-driven processes drive KYC and due diligence by country, booking entity, and product.

AML, Dodd-Frank, FATCA, MiFID II, EMIR, suitability, country, and product-specific rules on one platform. Allow clients to start doing business faster, giving you the competitive advantage required in today's global market. The global master customer view delivers a 360-degree view of the customer profile, ensuring reuse, complex entity management, streamlined service, and a better customer experience.

Pega client lifecycle management, unified sales, onboarding, KYC, and CRM is built on the Pega 7 platform, which provides business-friendly tools to make application development eight times faster than Java coding. Easily translate business needs into applications that span regions, channels, products, and business lines to manage regulatory and operational changes in days versus months. Regulatory rule maintenance updates can be received in minutes. Pega runs in the cloud or your data centers, keeping your systems up to date. It is the only solution that delivers the scalability needed for full client lifecycle management. Our world is constantly changing. Only Pega lets you build for change.


Industry: Financial Services Product Area: Customer Service Product Area: Onboarding Solution Area: Acquisition and Onboarding Topic: Customer Service

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