Pega Client Lifecycle Management

Pega Client Lifecycle Management (CLM) is a globally-scalable technology solution for onboarding, amending information, adding new products, extending across jurisdictions or business lines accounts, and offboarding. Pega’s integrated CLM solution, which includes Pega Know Your Customer (KYC), has been deployed by 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, account opening, and account maintenance operations. The solution allows complex financial institutions to support client experiences while achieving profitability and productivity despite a changing regulatory landscape.

The solution helps financial institutions:

• Cut through the complexity - Connect customers, relationship managers, and sales support functions to back-office teams and systems. Manage complex dependencies and provide visibility and control from front to back throughout the client lifecycle.
• Accelerate time to revenue Maximize efficiency by eliminating duplicate data requirements and managing processes in parallel.
• Reduce manual work Use intelligent automation tools to automate repetitive, low-value tasks. Drive straight-through processing while remaining compliant.
• Apply a client-centric approach with omni-channel capabilities so clients decide how and where they connect. Keep clients engaged at the right time, in the right way, and for the right reasons – face-to-face, on the phone, online, or by email. Pega CLM’s client outreach functionality can be used to request documents and data to keep information current across the client relationship. Enjoy visibility across the endto-end process to keep up to date with where client cases are and next steps.
• Respond to change rapidly and ensure compliance. Enforce due diligence best practices, regulatory requirements, and internal policies across geographies and lines of business. Maintain rules with Pega’s low-code factory approach.