Pega Client Lifecycle Management for Financial Services accelerates the process of onboarding new customers at financial institutions while managing highly complex regulation with less effort. This application enables those involved in the onboarding process, including relationship managers and sales support, to capture customer and due diligence data more easily and accurately, resulting in the reduced turn-around time while onboarding new customers.

For information about application features and configuration, see the following topics:

• Getting started
• Building a new application
• Implementing case types
• Managing reference data
• Managing business rules
• Due diligence functions
• Managing related parties
• Requirements and document collection
• Configuring client outreach
• Modifying the welcome pack
• Third-party components
• Supporting functions
• Application performance
• Reference