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Accelerate Acquisition and Onboarding

Accelerate acquisition and onboarding

Make great beginnings easy

by automating acquisition and onboarding with intelligence

Customer loyalty begins on Day 1. When you combine Pega’s workflow automation with AI-powered decisioning, you can accelerate processes, deepen the relationship, and respond with due diligence from the very start.
Pega ranked
across sales automation platforms

For the third year in a row, Pega has been recognized as the leader in the Gartner® Critical Capabilities for Sales Force Automation report.

See how we compare
Simplified acquisition. Satisfied customers.

Streamlined sales experiences

Simplified acquisition. Satisfied customers.

Accelerate sales processes with always-on intelligent automation and AI that anticipate customer needs in real time. Give sales teams instant access to powerful insights so they can focus on the highest-value leads and opportunities.

Optimize sales performance with suggested actions to take in moments of opportunity with built-in AI

Anticipate customer needs with real-time decisioning and self-optimizing workflows

Improve transparency and streamline experiences with cross-application visibility

Offer better control over deadlines, auditability, history, and reporting

Effortless onboarding processes

Strengthen relationships with flawlessly fast onboarding

Seamless onboarding experiences lead to more fruitful interactions. Automatically collect, input, and validate essential information to minimize manual work and improve customer, vendor, and employee experiences from the start.

Ensure compliance with built-in KYC/KYS business rules

Manage applications for enterprise-wide control

Automate background check processes, end-to-end

Strengthen relationships with flawlessly fast onboarding
Reduce customer onboarding time by

Siemens delivered a seamless onboarding experience with Pega’s unified and agile platform.

Read the case study
Erste Bank
Erste Group banks on Pega to remain compliant

See how the bank integrated 10 systems and automated 50 compliance checkpoints.

Explore its journey
Face any disruption easily with flexible architecture

Due diligence, done right

Face any disruption easily with flexible architecture

Bring your onboarding apps up to speed as business needs evolve without having to start over. Pega's patented, layered architecture lets you reuse shared processes and innovate at scale.

Evolve workflows and apps to meet changing needs

Quickly connect people, functions, and systems with reusable workflows

Easily reuse and specialize integrations and processes by product, region, and regulation with low-code tools

Enable cross-functional collaboration with low-code workflow environment

Seamless enrollment of 250,000 new members during the pandemic

Despite a membership surge, Healthfirst modernized and accelerated member onboarding experiences.

See how Healthfirst did it

All powered by the Pega Platform

Want to hear more about the tech driving these outcomes? It’s all here in our leading platform for AI-powered decisioning and workflow automation.


Check out our capabilities in action

Financial Services

Ensure seamless experiences with full compliance from the start Pega Know Your Customer for Financial Services
Pega Onboarding for Financial Services
Pega Sales Automation for Financial Services


Bridge enterprise silos and streamline purchasing experiences Pega Sales Automation for Insurance


Intelligently manage end-to-end sales processes Pega Sales Automation for Healthcare
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