Is your client lifecycle management strategy ready for the future of CLM

Evolving CLM landscape

In 2025 the evolving landscape of client lifecycle management (CLM) is being shaped by several key trends anticipated to define the marketplace. Financial institutions are increasingly seeking solutions that effectively balance regulatory compliance, operational efficiency, and enhanced client experience. As Chartis Research points out, alongside CLM expanding beyond traditional onboarding processes, vendors are differentiating themselves through capabilities in entity management, workflow automation, and policy compliance - with noteworthy market developments, including the rise of API-first interoperable platforms, the strategic integration of technology with managed services, and an increased reliance on AI-driven automation.

The dynamic duo of CLM: AI differentiation and regulatory resilience

• AI in CLM: A key differentiator
  Innovation in AI is rapidly becoming a key differentiator in the CLM space. Companies developing comprehensive AI strategies across various areas of CLM, such as report generation and automation, stand out in a market where many competitors focus on narrower applications of the technology. AI tools that simplify workflow design, extract insights from data, and leverage automation for decision-making are critical components of this strategy.

  In their recent CLM Solutions for Corporate & Investment Banking RiskTech Quadrant 2025, Chartis highlights Pega's innovation in artificial intelligence as a distinguishing factor. Phil Mackenzie, Research Principal at Chartis, said: "Pega's category leader position reflects strong growth and a comprehensive GenAI strategy that is relatively rare in the space and was a notable differentiator. While most firms' approach to GenAI focuses on one element, Pega's focus is much broader." Mackenzie specifically noted Pega Blueprint's ability to simplify workflow design by converting documents and suggesting process structures, Pega Knowledge Buddy's capability to extract insights from third-party and internal data, and Pega Coach and decisioning tools' capacity to leverage automation and training.

• Meeting complex regulatory challenges
  Leading CLM solutions are transforming client relationships by streamlining onboarding, KYC due diligence, maintenance, and offboarding processes across multiple jurisdictions and lines of business. As financial institutions face unprecedented volatile times, regulatory complexity, and operational challenges, effective CLM solutions prove essential for managing operational costs and compliance risks.

  As the CLM marketplace continues to mature, financial institutions are increasingly viewing compliance not merely as a cost center but as a strategic enabler. Looking ahead, advances in AI-driven risk assessment, perpetual KYC, and integrated compliance-as-a-service models will continue to shape the evolution of client lifecycle management solutions.

Pega named Category Leader in Chartis Research's 2025 CLM Solutions Quadrant

In a significant industry recognition, Pegasystems Inc. has been named a Category Leader in the prestigious Chartis Research "CLM Solutions for Corporate & Investment Banking RiskTech Quadrant 2025 ". According to Chartis, Category Leaders demonstrate "strength across the broadest set of capabilities in the segment, showing a clear execution of core strategy and innovation." This recognition underscores Pega's continued innovation and leadership in client lifecycle management solutions that help financial institutions navigate complex regulatory landscapes while enhancing operational efficiency.

The comprehensive report, which evaluates the most significant vendors in the CLM space, positioned Pega among the elite providers, awarding the company the highest possible scores in two critical categories: workflow automation and policy management.

Get in touch now: https://www.pega.com/contact-an-onboarding-expert

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