Solution introduction

Expedite onboarding, time to transact while managing KYC due diligence.

Pega Client Lifecycle Management (CLM) delivers a unified platform for automating and optimizing entity and underlying party onboarding and maintenance, regulatory KYC and due diligence compliance and reporting, credit risk orchestration, and fulfillment for accounts, products, and client mandates. Our solution provides pre-built, best practice processes that enable exceptional global onboarding experiences from front to back office, dramatically cut time to revenue and facilitate rapid response to market and regulatory change.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.