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CLM AND KYC SIMPLIFIED



Do you often have to manage the constant stream of updated guidance, sometimes before regulations are fully implemented? You need to provide complete and reliable information about customers on a short notice, but there is a lack of an integrated overview of a client across all business segments and lots of manual paperwork. Moreover, a constant evolvement of document forgery makes it nearly impossible to distinguish genuine documents from the forged ones.


CLM AND KYC SIMPLIFIED

Do you often have to manage the constant stream of updated guidance, sometimes before regulations are fully implemented? You need to provide complete and reliable information about customers on a short notice, but there is a lack of an integrated overview of a client across all business segments and lots of manual paperwork. Moreover, a constant evolvement of document forgery makes it nearly impossible to distinguish genuine documents from the forged ones.
Proposed Solution
The Pegaservices’ team is eager to support you in digital transformation of CLM and KYC business processes utilizing Pegasystems’ sophisticated solution.

With the help of Pegaservices you could expect professional implementation and deployment that are both on schedule and cost- efficient.
Our Approach
To successfully implement the Pega CLM&KYC solution and help you achieve your business goals, our team will focus on the following key points:
  • Infrastructure preparation and solution deployment
  • Adaptation to client’s specific business processes and requirements
  • Implementation of integration points with internal and external systems
  • Improvements to the end user’s experience
Details of Implementation
  • 3 months
    for MVP
  • 6 -8 months
    for CLM/KYC solution implementation
  • Only 2 minutes
    required for the customer’s onboarding
  • 1
    Assessing the state of client’s infrastructure:
    • Carrying out necessary interviews and assessments
    • Providing a detailed report on how the solution fits client’s existing IT landscape
  • 2
    Adapting to client’s needs:
    • Implementing additional requirements important for a client
    • Making user experience frictionless and increasing user satisfaction
  • 3
    Thorough checks of customers:
    • Covering additional external/internal sources of information
    • Controlling the regularity of customers’ checks
Main Benefits
  • Quick and efficient execution of all the necessary compliance checks
  • Analysis of the risks of cooperation with each client thanks to the built-in risk model
  • Faster data collection on a customer and creation of a detailed report
  • Seamless automatic offboarding in case of cooperation termination
In this demo we are showcasing the Regulatory Compliance component of Pega CLM&KYC.

You will see related OOTB features and portals and learn how to easily implement new questionnaires into your process.
Watch Demo
Regulatory Compliance Component of Pega CLM&KYC
In this demo we are showing how the regulatory compliance component of Pega CLM&KYC works.
CONTACT US AND CREATE A CLEAR VISION FOR YOUR PROJECT