Data Sheet

Onboarding for Capital Markets


Delivering efficient, transparent and compliant onboarding can be a challenge with fragmented processes and disconnected systems. These disjointed processes translate into high operational costs, client dissatisfaction, and potentially lost business. THE


Pega Onboarding for Capital Markets empowers firms to automate and optimize their new business and account maintenance processes. Leveraging the advanced technology of Pega 7, this solution provides pre-built, best-practice processes that enable exceptional client onboarding experiences, dramatically cut processing time, promote higher revenue, and facilitate rapid response to change.


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