Onboarding System

Improve sales with a powerful onboarding system.

Your onboarding system can significantly improve relationships and revenues as you enroll a new client or add products and services for an existing customer.  Providing a memorable customer onboarding process improves the value of your brand and positions the customer for additional sales, now or in future.  Your onboarding solution can also significantly reduce costs by streamlining processes, ensuring compliance and accelerating time to close.

Delivering efficient and compliant onboarding can be difficult when processes are fragmented, systems are disconnected and different business units can't easily communicate with one another.  Without the right system, these disjointed processes can result in higher operational costs, dissatisfied clients and potential loss of business and revenue.

That's where Pega can help. Our onboarding software enables you to automate and optimize your process to create exceptional client experiences, significantly cut processing time, drive higher revenue and enables fast response to changing business and regulatory conditions.


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.

Transform your onboarding system with Pega.

Pega provides strategic applications for sales, marketing, service and operations to many of the world's largest companies. Our onboarding system is one of the industry's most agile platforms for streamlining customer onboarding and customer management, enabling companies to achieve new levels of productivity and profitability.

With easily configured, pre-built components based on best practices, our customer onboarding software automates processes and guides the actions of client service employees, enabling you to not only reduce costs and improve efficiency but to make the acquisition and enrollment of new clients a point of competitive differentiation.

Benefits of Pega's onboarding system

With an onboarding system from Pega, you can:

  • Provide an exceptional customer experience.  Automation simplifies tasks and streamlines processes, while intelligent guides offer employees suggestions for next best actions to personalize the experience of clients.
  • Scale easily. End-to-end work automation and legacy system integration enable you to scale efficiently with straight-through processing from front- to back office.
  • Manage compliance.  Pega automatically applies due diligence procedures with fully integrated KYC requirements, tailoring the process to accommodate specific regulations and other criteria defined by the business.
  • Increase agility.  To enable you to respond quickly to new opportunities and changing regulations, Pega empowers business users to create and modify rules and processes without coding or help from IT.

Learn more about Pega is onboarding system and about Pega solutions for customer retention management.