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Pega Client Lifecycle Management and KYC

Streamline and automate onboarding in financial services institutions.

 

OVERVIEW  
Pega Client Lifecycle Management and KYC enables financial institutions to understand the risk of doing business with their customers while facilitating onboarding, maintenance, periodic reviews and offboarding activities. Together with a comprehensive set of questions across AML, Product, and Tax regulations, it helps address the needs of internal compliance teams and external regulators. This product is customized to the specific needs of managing different types of customers, such as organizations or individuals, and across financial industry market segments, such as Corporate and Investment Banking and Retail Banking.

Documentation

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Design patterns

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