Pega Named Category Leader in CLM Solutions by Chartis Research
Pega received highest possible scores for workflow automation and policy management
The Chartis report evaluated the 15 most significant client lifecycle management (CLM) solutions in CIB across five criteria. Pega received the highest possible score in both the workflow automation and policy management categories. Chartis describes category leaders as exhibiting “strength across the broadest set of capabilities in the segment, showing a clear execution of core strategy and innovation.”
In the report, Chartis singled out Pega’s innovation in AI, stating: “With large language processing and/or machine learning (ML), these [CLM] solutions can scan and process large volumes of contracts to highlight compliance risks, discrepancies or areas that need attention, enabling more proactive risk management. Pega is one firm that has developed a GenAI strategy across multiple areas of CLM, including summaries, report generation and automation.”
Chartis evaluated Pega Client Lifecycle Management™, a highly scalable solution built on Pega Platform™, the industry leading AI decisioning and workflow automation platform for the enterprise. Pega CLM and Pega Platform are used by many of the leading global financial institutions navigating today’s complex regulatory landscape. Pega CLM transforms client relationships by streamlining onboarding, Know Your Customer (KYC) due diligence, maintenance, and offboarding processes across multiple jurisdictions and lines of business. Pega is used by many large financial services organizations operating across multiple jurisdictions to ensure compliance with global and local regulations through Pega’s dynamic rules engine. This helps clients reduce the cost of compliance, increase operational efficiencies, and improve customer experiences, making it the preferred choice for leading global banks.
To learn more about Pega Client Lifecycle Management, visit www.pega.com/onboarding
In addition, clients can get hands-on experience with Pega Client Lifecycle Management and Pega Platform at PegaWorld®, Pega’s annual user conference being held
Quotes & Commentary
“Pega’s category leader position in Chartis’ CLM for CIB quadrant reflects strong growth and a comprehensive gen AI strategy that is relatively rare in the space and was a notable differentiator – while most firms’ approach to gen AI focuses on one element (mostly document analysis or summarization), Pega’s focus is much broader,” said
“Financial institutions today face unprecedented regulatory complexity and operational challenges that significantly impact operational costs and compliance risks,” said
Supporting Resources
- Chartis RiskTech Quadrant : CLM Solutions for Corporate and Investment Banking, 2025
- Solution background: Client onboarding and KYC processes
- Data sheet: Pega Client Lifecycle Management
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Press Contact:
sean.audet@pega.com
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