Onboarding Software

Improve the customer experience with powerful onboarding software.

Your customer onboarding software can have a tremendous impact on revenue, productivity and even customer retention management

When onboarding software enables you to provide an efficient, responsive and memorable onboarding experience, you continue to build brand value with your customers, leading to additional sales, greater loyalty and more referrals.  On the other hand, a frustrating and complex customer onboarding process can result in poor customer relationships, damage to your corporate reputation and eventual loss of business.

Pega offers the industry's most agile platform for onboarding new clients and products and handling account maintenance operations.  With Pega, enterprises around the world have transformed their customer onboarding process to be more customer-centric, profitable and productive, while enabling faster response to market opportunities and changing regulations.


Corporate Banking Customer Satisfaction Survey

Pegasystems and Finextra conducted a bank and corporate client experience survey, exploring customer sentiments around sales, onboarding, KYC and servicing.


Moments of Truth in Banking

Pegasystems surveyed more than 1,000 participants – a combination of consumers and business decision makers from retail banking organizations – to find out.

Automate processes with Pega onboarding software.

Pega enables companies to deliver exceptional client experiences and streamline onboarding operations.  Leveraging the advanced technology of the Pega 7 platform, Pega's onboarding system offers pre-built, best-practice processes that dramatically reduce processing time, promote higher revenue and improve responsiveness.

Automation is key to the effectiveness of Pega's customer onboarding software.

  • End-to-end work automation streamlines account and product set up.
  • Pre-built new business components automate parallel or sequential task execution, enforce escalation and facilitate automated approvals, denials and reviews. 
  • Fully integrated KYC requirements automatically apply due diligence procedures for each party on application.
  • Pre-defined processes minimize data capture time by automatically generating and pre-populating application forms based on product components and features.
  • Dynamic rules based on the client profile automatically drive steps in the client due diligence and document verification process.

Benefits of Pega onboarding software.

With Pega, enterprises can:

  • Deliver an exceptional customer experience.  Pega provides intelligent processes to guide relationship managers and client service representatives through each step in the onboarding process, incorporating best practices and suggesting next best actions to enhance the customer experience and complete the process faster.
  • Improve compliance efforts.  Pega onboarding software automatically applies due diligence procedures that specialize the onboarding process in real time to accommodate specific regulations and other business-defined criteria.
  • Maximize efficiency.  Pega accelerates implementation of customized and automated onboarding processes with easily configured, pre-built components based on industry best practices.          
  • Increase agility.  Pega enables faster response to new business opportunities and changing regulations by giving business users the power to create and modify rules and processes without the need for coding.

Learn more about onboarding software from Pega, and about Pega customer management software solutions.