Pega Client Lifecycle Management (CLM) Now

The Pega Client Lifecycle Management Now (CLM Now) component was built to address market demands for a lightweight solution geared towards non-CIB financial institutions. Architecturally, the component is a new orchestration and presentation layer built on top of the existing Pega CLM application.
The CLM Now package provides a set of journeys that can be used to onboard customers in the following business segments:

• Consumer Retail Customer Onboarding
• Commercial and Medium Business Customer Onboarding
• Wealth Management Customer Onboarding

One key aspect of CLM Now is that it was developed to allow Pega Sales Consultants, implementation partners, and clients to make simple configuration changes using Pega’s low-code authoring tool, App Studio.
While the initial version of CLM Now is not completely App Studio compliant, many of the features and functions were built to:

1. Enable users to configure the application using this tool and
2. Provide users with a reference architecture that demonstrates how CLM can be configured for less complex onboarding and KYC requirements outside CIB (and followed as a blueprint if the customer sees fit).

Available Versions