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. t 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. Key New Product Capabilities include 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), GenAI-powered insights and summaries (Provide instant customer risk overviews and compliance status for proactive management).
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