Data Sheet

Pega Client Lifecycle Management

Pega offers the only globally scalable, fully unified solution for Client Lifecycle Management (CLM), which allows you to onboard a new client relationship, add new products or services for existing clients, service client and account maintenance requests, or offboard accounts. Pega’s integrated CLM solution (Onboarding and KYC through to customer service) has been selected by the world’s leading global banks to help them realize faster time to revenue while ensuring compliance with global and local due diligence regulations.

Pega CLM orchestrates and transforms onboarding, KYC due diligence, credit risk, account opening, and account maintenance operations. The solution complex financial institutions to deliver outstanding client experiences while achieving new levels of profitability, productivity, and proactive responsiveness to market conditions.


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