Case Study: Erste Group achieves 60% faster client onboarding with Pegasystems Pega CLM

Erste Group digitizes client onboarding in six months

Erste Group, a banking group operating across more than seven countries in Central and Eastern Europe, wanted to digitize back-office processes and improve the client onboarding experience while staying fully compliant. The bank faced complex, slow onboarding processes, manual data handling, and inefficient collaboration across more than 2,000 branches, so it turned to Pegasystems and the Pega CLM framework for onboarding and KYC.

Pegasystems implemented Pega Client Lifecycle Management (CLM) for corporate onboarding and Know Your Customer reviews, delivering a minimum loveable product in just six months. The solution helped Erste Group reduce onboarding processing time by 60%, automate more than 50 compliance checkpoints, and integrate over 10 internal and external systems, improving both customer and employee experience.

Erste Group

Tanja Konrad

Head of Daily Banking Services