Moody’s Corporation and Pegasystems, Inc. announced a strategic partnership that will embed Moody’s entity‑verification data into Pegasystems’ Customer Lifecycle Management (CLM) platform for financial services customers. The integration will allow banks, insurers and other regulated firms to access Moody’s comprehensive risk data directly within their CLM workflows, streamlining onboarding and due‑diligence processes.
The partnership leverages Moody’s coverage of more than 600 million global companies across 200 countries, providing real‑time ownership and risk information. Pegasystems’ automation engine will use this data to reduce client onboarding time by up to 30 % and cut data‑entry errors by up to 40 %, according to the companies’ joint statement. The move positions both firms to capture the growing demand for integrated compliance solutions in the financial sector.
Moody’s Q3 2025 earnings exceeded analyst expectations, underscoring the company’s strong financial footing. The partnership expands Moody’s data reach into new customer segments and provides Pegasystems with a differentiated data layer that enhances its CLM and KYC offerings. Together, the firms aim to deliver a more efficient, data‑driven compliance workflow that supports regulatory requirements such as AML and KYC.
"Partnering with Pega means banks and other financial institutions can embed Moody’s deep insights on entity ownership into their dynamic CLM and KYC frameworks," said Ana Meauta, Moody’s senior vice president of data and analytics. "This integration provides our clients with a seamless, enriched data experience that accelerates onboarding and strengthens compliance," added Marc Andrews, Pegasystems’ chief technology officer.
The partnership places Moody’s and Pegasystems ahead of competitors such as FIS, Temenos and SAP, which also offer CLM and KYC solutions but lack the same depth of entity‑verification data. By combining high‑quality data with advanced automation, the alliance enhances the accuracy of AI‑driven risk models and reduces the risk of regulatory penalties. The collaboration also signals a broader industry trend toward embedding specialized data into workflow platforms to meet tightening compliance standards.
Overall, the Moody’s‑Pegasystems partnership represents a significant step toward a more integrated, data‑centric compliance ecosystem for financial institutions, reinforcing both companies’ strategic focus on growth and innovation in regulated markets.
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