Pega Client Lifecycle Management
"Building on its historically strong market position, Pega has expanded its KYC functionality with perpetual KYC monitoring and low-code capabilities differentiators."
Get to know Pega Client Lifecycle Management
Expedite onboarding with
parallel case orchestration
parallel case orchestration
Seamlessly connect front and back office functions, eliminate duplicate data requirements and manage various processes, including due diligence, credit, tax, and legal, in parallel.
Ensure compliance with
Pega KYC
Pega KYC
Integrated with Pega CLM, the application manages compliance globally with a dynamic regulatory rules engine, global master view clients, intent led-processes, and pre-configured best-practice KYC rules that cover AML/CTF, FATCA, CRS, FINRA, MiFID II, IIROC, EMIR, and Dodd-Frank, among others.
Provide client focus with
transparency and reuse
transparency and reuse
Drive accountability across the end to end process with transparency and customized reporting. Global reuse of due diligence information reduces repeated requests for client information.
Faster benefits with
agile implementation
agile implementation
Pega CLM and KYC are fully integrated, ensuring quick delivery and functionality with a proven implementation methodology. A zero code approach accelerates ROI, leveraging existing systems and out-of-the box connectors such as kyc.com (Markit), Clarient, Avox and World-Check.
Unified solution with
global scalability
global scalability
Our client-centric approach orchestrates onboarding and client lifecycle management across jurisdictions and lines of business, including retail, commercial, wealth management, and institutional banking, ensuring transparency and efficiency of the end to end process.
Customer Case Studies
See how customers are using Pega Client Lifecycle Management to transform their enterprises.
