Pega Customer Onboarding


The Pega customer on-boarding process plays a significant role, specifically with new mandates such as Dodd-Frank that require Capital Market firms to record and monitor client information and documents including KYC profile, risk exposure, transactions and ISDA agreements. A lack of an effective customer on-boarding process can greatly affect client experience, directly impacting an organization’s reputation and revenue opportunity.

  • Our customer on-boarding solution for Capital Markets leverages our rich Pega BPM domain expertise to automate the business tasks of data collection, creation and sharing across the various front, middle and back-office systems
  • The solution integrates with an Enterprise Content Management (ECM) solution to effectively create, manage, deliver, store and dispense content and documents related to their critical business and regulatory needs across the organization
  • The Pega customer on-boarding solution is equipped with effective Master Data Management (MDM) techniques for effective data governance and data cleansing

Solution Highlights:

  • Creates a single view of the client
  • Supports business goals by reducing time to trade and trade abandonment
  • Integrates compliance and regulatory process
  • Automates KYC business rules
  • Provides governance for client data
  • Manages documents including ISDA agreements for internal and regulatory purposes