Pega Client Lifecycle Management (CLM) & KYC

Accelerate Time-to-Revenue by Automating Client Onboarding, KYC, and Due Diligence from End to End.

Stop Letting CLM & KYC Complexity Slow You Down

In today’s high-stakes regulatory environment, disjointed Client Lifecycle Management (CLM) and Know Your Customer (KYC) processes are more than just an internal headache—they are a direct threat to your growth and compliance. Manual handoffs, siloed systems, and ever-changing global regulations lead to:

  • Slow Client Onboarding
    Frustrating delays that kill deals and damage your client experience before the relationship even begins.

  • Rising Operational Costs:
    Massive back-office teams drowning in manual data entry, endless reviews, and redundant checks.

  • Serious Compliance Risk:
    A patchwork of systems makes it impossible to maintain a single client view, exposing your firm to millions in fines and reputational damage.

  • Poor Data Quality:
    Inconsistent client and counterparty data across the organization leads to flawed risk scoring and bad business decisions.

The Solution

The Pega CLM & KYC Solution: One Platform, Zero Silos

Pega Client Lifecycle Management (CLM) & KYC provides the industry’s only unified platform to automate the entire client lifecycle—from initial onboarding and KYC/due diligence to offboarding and every event-driven review in between.

By combining intelligent automation (RPA), AI-powered decisioning, and dynamic case management, Pega breaks down the walls between your front-office, compliance, and operations teams. The result is a seamless, compliant, and efficient experience for both your clients and your employees.

Key Features & Benefits

Pega’s intelligent automation streamlines the entire onboarding journey.

  • AI-Powered Data Collection: Automatically pre-fill applications and orchestrate data collection from 30+ external providers (e.g., corporate registries, sanctions lists).
  • Dynamic Due Diligence: Pega’s rules engine dynamically tailors KYC and due diligence requirements based on product, jurisdiction, and risk level. No more “one-size-fits-all” checklists.
  • Parallel Workflows: Automatically route work to different teams (Legal, Compliance, Tax) in parallel, not in sequence, to eliminate bottlenecks.

Centrally manage and enforce all your global regulatory policies with unmatched agility.

  • Centralized Rules Engine: Manage complex, multi-jurisdictional rules for AML, FATCA, CRS, MiFID II, and more from a single dashboard.
  • Automated Risk Scoring: Leverage AI to generate dynamic, real-time risk scores that are continuously monitored and updated.
  • Full Audit Trail: Ensure provable compliance with a complete, unchangeable, and auditable record of every decision, update, and action taken.

Pega is more than just an onboarding tool—it manages the entire relationship.

  • Dynamic Case Management: Pega’s platform automates every lifecycle event, including new product additions, legal entity changes, periodic KYC reviews, and compliant offboarding.
  • Event-Driven Reviews: Automatically trigger and manage required updates based on internal or external events, such as a change in director or a negative news alert.

Break down the operational silos to create a single source of truth for every client.

  • Unified Client Record: Provides a single, 360-degree view of all client data, hierarchies, documentation, and risk profiles accessible to all stakeholders.
  • Seamless Integration: Pega’s open architecture connects seamlessly with your existing CRM, core banking, and data systems.

The Power of a Unified Platform

Unlike niche KYC point solutions or bloated CRM add-ons, Pega is the only platform that natively combines:

An industry-leading AI and decisioning engine to drive intelligent risk scoring and Next-Best-Action.

A powerful workflow automation and case management “body” to orchestrate complex, end-to-end journeys.

This unified approach means no brittle integrations, just seamless, intelligent automation that is Built for Change®. When regulations change, you update your rules, not your code.

Transform Your Client Onboarding from a Blocker to a Competitive Advantage.

Stop choosing between compliance and efficiency. With Pega CLM & KYC, you can have both.
See how leading global banks have used Pega to:

  • Reduce onboarding time by 70%

  • Cut operational costs by 40%

  • Automate 90% of manual data collection