{"id":915255,"date":"2025-12-02T11:33:51","date_gmt":"2025-12-02T16:33:51","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/pega-and-moodys-collaborate-to-streamline-customer-lifecycle-management-and-kyc-processes-for-financial-services\/"},"modified":"2025-12-02T11:33:51","modified_gmt":"2025-12-02T16:33:51","slug":"pega-and-moodys-collaborate-to-streamline-customer-lifecycle-management-and-kyc-processes-for-financial-services","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/pega-and-moodys-collaborate-to-streamline-customer-lifecycle-management-and-kyc-processes-for-financial-services\/","title":{"rendered":"Pega and Moody\u2019s Collaborate to Streamline Customer Lifecycle Management and KYC Processes for Financial Services"},"content":{"rendered":"

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Pega and Moody\u2019s Collaborate to Streamline Customer Lifecycle Management and KYC Processes for Financial Services<\/b><\/p>\n

\nBanks can now tap into Moody\u2019s entity verification directly in Pega CLM and KYC\n<\/p>\n

WALTHAM, Mass.–(BUSINESS WIRE<\/a>)–Pegasystems, Inc.<\/a> (NASDAQ: PEGA), The Enterprise Transformation Company\u2122, today announceda strategic collaboration with Moody\u2019s Corporation<\/a> (NYSE:MCO) to enhance customer lifecycle management (CLM) and Know Your Customer (KYC) processes for financial services organizations. Now Pega Client Lifecycle Management<\/a>\u2122 clients can access Moody\u2019s industry-leading entity verification data directly in the solution for improved operational efficiency, accuracy, and compliance. This enables Pega clients to further reduce onboarding time by up to an estimated 30% and decrease data entry errors by as much as 40%. (1)\n<\/p>\n

\nPega\u2019s AI-powered agentic CLM and KYC workflows coupled with Moody\u2019s real-time entity data<\/a> offers an enriched customer experience, accelerated onboarding, and more efficient and powerful risk management processes. This gives Pega clients single-source access to a network of commercial registers and financial authorities from more than 200 countries, with curated details on over 600 million global companies and a comprehensive risk database.\n<\/p>\n

\nUsed by many of the leading global financial institutions, Pega CLM and KYC transforms client relationships by streamlining onboarding, due diligence, maintenance, and offboarding processes. With its market-leading rules engine, Pega operates across multiple jurisdictions and lines of business to help ensure compliance with global and local regulations. Clients can realize reduced compliance costs, increased operational efficiencies, and improved customer experiences.\n<\/p>\n

\nMoody\u2019s provides data, insights, and innovative technologies to help customers develop a holistic view of their world and unlock opportunities. With a rich history of experience in global markets and a diverse workforce of approximately 16,000 across more than 40 countries, Moody\u2019s gives customers the comprehensive perspective needed to act with confidence and thrive.\n<\/p>\n

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\n\u201cPartnering with Pega means banks and other financial institutions can embed Moody\u2019s deep insights on entity ownership into their dynamic CLM and KYC frameworks,\u201d said Ana Meauta, managing director, channel sales partnerships, Moody\u2019s. \u201cThis collaboration creates a robust solution that can underpin due diligence processes, delivering significant value to customers.\u201d\n<\/p>\n

\n\u201cThis integration with Moody\u2019s entity verification capabilities provides our clients even more efficiency in our CLM and KYC offerings,\u201d said Marc Andrews, global managing director, industry markets, Pega. \u201cIt enables us to power our clients with seamlessly enriched data insights and streamlined processes for more robust compliance but also provides a better client experience by reducing manual data entry and accelerating onboarding. It\u2019s a powerful way to help clients transform their operations and deliver better outcomes for their customers.\u201d\n<\/p>\n

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