Pega Onboarding

Pega is ranked the leader in Client Lifecycle Management, Onboarding, and KYC applications

Chartis Research ranks Pega as category leader in the RiskTech Quadrant® for KYC and recognizes Pega as category winner for CLM in the RiskTech 100®.

"Pega scored highly for its KYC risk scores, its capabilities for enriching customers’ profiles, its support for additional due diligence, and its Customer Lifecycle Management (CLM) capabilities."
Meet regulatory challenges with

Pega Know Your Customer

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Manage client onboarding with

Pega Client Lifecycle Management

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Trusted by more than 40 leading banks, including the world’s largest corporate and investment financial institutions

Supported by a global team of regulatory and business subject matter experts, former big four consultants, attorneys, experienced implementation experts, leading product developers, third party data providers and consulting partners.

Pega delivers industry-leading onboarding and KYC applications to automate client journeys from onboarding through to offboarding, with proven rapid implementation methodology allowing our clients to deploy in as little as three months.

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Keep up with global regulatory change & CLM transformation

"The deciding factor for us [in choosing Pega Client Lifecycle Management] was what is offered out of the box. When we looked at the pack of stack, you get the complete stack. You don't have to get different components together."
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Seamlessly and easily orchestrate global front-office to back-office processes for complex multi-product and multi-jurisdictional customer onboarding and customer maintenance.

Ensure compliance with regulatory requirements, including AML/CTF, FATCA, CRS, Dodd-Frank, EMIR and MiFID II, through 7000+ prebuilt and easily modified KYC rules maintained by a global team of lawyers, ex-regulators, and policy makers.

Engage with your customers via a true omni-channel experience and empower your staff to always put the customer at the center of every transaction.

90% of corporates would switch to another financial institution for better client service in onboarding and account maintenance.

Ready to find out more about Pega Onboarding?

Featured Clients

"For KYC.com, we run our business on Pega and that needs to be able to support the demands ... to do all of the things that those banks are going to want to do with us, and future proofing ... to deal with the demands the rigors of things like all the other regulations that are coming."
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Global Partner Ecosystem

Consulting and Implementation Partners
Accenture, EY, Virtusa Polaris, Cognizant, CapGemini, McKinsey, Mayer Brown

Technology Partners
Equifax, Thomson Reuters (World-Check, Clarient, and Avox), IHS Markit (Kyc.com), OutsideIQ, DTCC, Kyckr, and Electronic Identification

"The idea behind using technology isn't just doing it for technology’s sake. The idea is to be more efficient and effective and that you have rules that are concomitant with each other in the EU or the US or Australia."

Events & Webinars

Sibos 2018

Conference

Join us at this premier FS event to learn how industry leading global banks digitally transform client onboarding and KYC globally with Pega CLM & Pega KYC with front office transparency, future-proofed KYC, and faster time to revenue.

On-Demand Webinar

Watch this webinar, hosted by Ernst & Young and Pega, to learn how the world's largest banks are transforming global onboarding, while meeting complex Know Your Customer (KYC) regulatory demands.

News & Media Coverage

CRM Influential Leader Awards

Article

CRM Magazine named Alan Trefler, Pegasystems’ CEO and Founder a ‘CRM Influential Leader Award’ winner. Learn how Alan is driving digital transformation with artificial intelligence and emerging technologies such as blockchain, including Pega CLM and Pega KYC.

Press Release

Pega Blockchain Innovation Kit enables banks to test Ethereum in Pega KYC and Pega CLM.

Article

This newsletter highlights the latest regulatory developments in client onboarding and customer due diligence from Pega and regulatory legal KYC/AML experts.

Article

Integrating robotics into an application suite provides efficiency and allows banks to pull the right data when they need it.

Article

Banks can streamline onboarding by driving activities in parallel, across products and geographies.

Article

Large banks can tackle this costly, time-consuming function with Pega Client Lifecycle Management.

Article

Most large banks already collect information on their clients for customer due diligence purposes, said Reetu Khosla, global director of financial crime and risk solutions at Pegasystems, which makes software that helps banks with compliance issues.

Resources

Blockchain technology

Article

How Blockchain technology can help manage the client lifecycle and KYC

By integrating Pega CLM & KYC software with the Pega Blockchain Innovation Kit, Pega clients can access customer-controlled compliance profiles to share data.

PegaWorld 2018: EY: Transforming wholesale client onboarding

Learn how EY and Pega are collaborating to transform client lifecycle management for wholesale banks by leveraging Pega’s CLM platform.

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Pega can improve your end-to-end client lifecycle management and compliance.