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Pega Named Category Leader in CLM Solutions by Chartis Research

Pega received highest possible scores for workflow automation and policy management WALTHAM, Mass.--(BUSINESS WIRE)-- Pegasystems Inc. (NASDAQ: PEGA), The

articlePegasystems Inc.May 6, 20253/company/pegasystems-inc/news/pega-named-category-leader-clm-solutions-chartis-research-2025-05-06
Pega Named Category Leader in CLM Solutions by Chartis Research

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[{"type":"text","content":"\nPega received highest possible scores for workflow automation and policy management\n\n WALTHAM, Mass.--(BUSINESS WIRE)--\nPegasystems Inc. (NASDAQ: PEGA), The Enterprise Transformation Company™, today announced that leading risk technology analyst firm Chartis Research has named Pega as a category leader in its CLM Solutions, 2025, Quadrant Update report for corporate and investment banking (CIB).\n\nThe 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.”\n\nIn 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.”\n\nChartis 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.\n\nTo learn more about Pega Client Lifecycle Management, visit www.pega.com/onboarding\n\nIn addition, clients can get hands-on experience with Pega Client Lifecycle Management and Pega Platfo...

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