Pega Launches The Industry’s Most Complete Agentic Compliance Solution with Enhanced Pega CLM

Key Terms

kyc regulatory

KYC (Know Your Customer) is the routine of checks and questions that financial firms use to confirm who a client is, understand their financial profile, and spot risky or illegal activity. It matters to investors because it helps prevent fraud and money laundering, ensures companies follow the law, and protects the integrity of markets—think of it like an identity and background check a bank or airport runs before allowing access.

aml regulatory

AML stands for anti-money laundering — the laws, rules and internal checks that banks and businesses use to spot and stop illicit cash flows, such as proceeds from crime or funding of illegal activities. Think of it as a security checkpoint for money: investors care because poor AML controls can lead to heavy fines, frozen assets and reputational harm that hurt profits and share value, while strong controls reduce legal and operational risk.

genai technical

Generative AI (genai) is a type of artificial intelligence designed to create new content, such as text, images, or music, that resembles human-produced work. It matters to investors because it has the potential to transform industries by automating tasks, enhancing creativity, and enabling new products and services, which can influence company performance and market opportunities.

agentic ai technical

Agentic AI refers to computer systems that can make their own decisions and take actions without needing someone to tell them what to do each time. It's like giving a robot a degree of independence to solve problems or achieve goals on its own, which matters because it could change how we work and interact with technology in everyday life.

rfis regulatory

RFIs (Requests for Information) are formal inquiries sent by regulators, investors, or counterparties asking a company to provide specific documents, data, or explanations about its operations, filings, or proposals. They matter to investors because RFIs can signal closer scrutiny or missing information—like a landlord asking to see repair records before renting—which may lead to delays, additional disclosures, or changes in valuation as more facts come to light.

Market-leading CLM and KYC solution transforms onboarding and due diligence with new GenAI-powered automation

WALTHAM, Mass.--(BUSINESS WIRE)-- Pegasystems Inc. (NASDAQ: PEGA), The Enterprise Transformation Company™, today announced new advanced agentic AI features in the latest version of Pega Client Lifecycle Management™, the market-leading compliance solution that helps financial institutions speed client onboarding and Know Your Customer (KYC) processes.

This launch delivers the industry’s most complete agentic AI platform for client lifecycle management (CLM) by automating onboarding, document processing, screening, and risk assessment across global jurisdictions. Now enhanced with predictable and reliable intelligent agents, Pega CLM accelerates due diligence while improving accuracy to deliver better regulatory adherence at scale.

Onboarding and compliance processes remain costly and error-prone. McKinsey reports banks dedicate up to 15% of full-time staff to KYC and anti-money laundering (AML) alone, while Mordor Intelligence projects global spending on compliance to exceed $14 billion by 2030. Yet most systems today fail to deliver the speed, accuracy, and agility needed to keep pace with evolving regulations and customer demands.

Available today, the latest Pega CLM edition solves these challenges with comprehensive and accurate agentic automation capabilities fully integrated across the entire solution. It combines GenAI-powered document processing, agentic screening, and outreach with real-time entity verification to help streamline one of the biggest cost centers for financial institutions. This enables them to slash onboarding times, reduce operational costs, and deliver frictionless experiences with one of the industry’s proven and most widely used CLM and KYC solution.

Pega CLM transforms compliance operations with enhanced benefits including:

• Dramatic reduction in cycle times: Automated document validation, intelligent screening, and self-service onboarding dramatically cut onboarding and due diligence time and manual effort.
• Improved accuracy and reduced risk: AI-enabled screening, GenAI-powered document processing, and real-time verification minimize costly errors and compliance gaps.
• Empowers users with instant, actionable guidance: Predictable AI agents provide analysts with instant, context-aware regulatory guidance supporting confident decision-making and reducing uncertainty.
• Enhanced customer and employee experiences: Accelerated CLM results in more satisfied customers, while Intuitive self-service workflows streamline onboarding and free staff for higher-value tasks.
• Comprehensive, real-time insights: GenAI-powered summaries, expanded ongoing monitoring capabilities, and integrated data sources deliver instant visibility into compliance status, and case progress.

Key New Product Capabilities

• Coaching agents: Pega Coach integration makes all analysts more effective with instant, context-aware guidance that helps them optimally complete the task at hand.
• Knowledge agents: Pega Knowledge Buddy™ integration offers curated, organization-specific data and definitions for analysts.
• Agentic screening and RFI automation: Conducts intelligent screening across multiple sources simultaneously and auto-generates accurate Requests for Information (RFIs) and emails to corroborate data.
• GenAI-powered document processing: Validates and extracts data from complex compliance documents in seconds.
• Self-Service Hub: Empowers customers to complete onboarding independently with intuitive guided workflows.
• Real-time Moody’s entity verification: Delivers global coverage with synchronized updates across all inflight cases. (See related press release here.)
• GenAI-powered insights and summaries: Provide instant customer risk overviews and compliance status for proactive management.

Pega CLM leverages Pega’s differentiated agentic AI foundation to help ensure compliance workflows are not only automated but also accurate, predictable, and intelligently orchestrated — providing governed, context-aware guidance at every step. Pega Predictable AI Agents™ deliver transparency and trust by applying the right type of AI at the right time while optimizing collaboration between human analysts and AI agents for maximum efficiency. These agentic capabilities make Pega CLM uniquely capable of transforming compliance from a reactive cost center into a proactive, strategic advantage.

The latest version of Pega CLM is available immediately. For more information, visit www.pega.com/industries/financial-services/onboarding.

Quotes & Commentary
“Compliance has long been a costly bottleneck for financial institutions, and the fundamental issues driving it are only growing more complex,” said Marc Andrews, global managing director, industry markets, Pega. “With these latest advancements in Pega CLM, financial firms are turning compliance into a strategic advantage by leveraging our advanced agentic AI to automate the entire client lifecycle, improve accuracy, and deliver exceptional customer and employee experiences.”

Supporting Resources

• Product background: Pega CLM
• Tech overview: Pega on Enterprise AI
• Analyst report: Pega Named Category Leader in CLM Solutions by Chartis Research

About Pegasystems

Pega is The Enterprise Transformation Company that helps organizations Build for Change® with enterprise AI decisioning and workflow automation. Many of the world’s most influential businesses rely on our platform to solve their most pressing challenges, from personalizing engagement to automating service to streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help enterprises meet today’s customer demands while continuously transforming for tomorrow. For more information on Pega (NASDAQ: PEGA), visit www.pega.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251216099877/en/

Press Contact

Sean Audet

Pegasystems Inc.

sean.audet@pega.com

Source: Pegasystems Inc.