Pegasystems Inc. and Moody’s Corporation announced a strategic partnership that will embed Moody’s industry‑leading entity‑verification data directly into Pegasystems’ Client Lifecycle Management (CLM) platform, a move designed to streamline onboarding, reduce data entry errors, and strengthen compliance for banks, insurers and other regulated entities.
The integration will give Pega’s CLM customers instant access to Moody’s data set, which spans more than 200 countries and covers over 600 million global companies. By pre‑validating entity information and delivering it in real time, the partnership is expected to cut onboarding time by up to 30 % and lower data entry errors by as much as 40 %, according to Pegasystems’ management. The data feeds will also feed into Pega’s AI‑driven workflows, improving the accuracy of risk‑management models and making the platform more audit‑ready for regulators.
Pegasystems has positioned the partnership as a key element of its “predictable AI” strategy, which focuses on delivering transparent, auditable AI outcomes that regulators can trust. By combining verified data with AI, Pega can offer more reliable compliance checks and faster decision cycles, a critical advantage in the increasingly complex regulatory environment for financial services. The move also deepens Pega’s footprint in a high‑growth market segment that has been a focus of its recent product development and sales efforts.
Pegasystems recently reported Q3 2025 earnings that exceeded analyst expectations for both revenue and earnings per share, reflecting strong demand for its CLM solutions and effective cost control. The partnership is seen as a natural extension of that momentum, positioning Pega to capture additional revenue from financial institutions that need robust KYC and AML capabilities. Moody’s, meanwhile, has also posted a Q3 2025 earnings beat, underscoring the health of its risk‑data business and the value of its data assets to the financial sector.
Marc Andrews, global managing director of industry markets at Pega, said the integration “provides our clients even more efficiency in our CLM and KYC offerings” and that it “enables seamlessly enriched data insights and streamlined processes for more robust compliance.” Ana Meauta, managing director of channel sales partnerships at Moody’s, added that the collaboration “creates a robust solution that can underpin due diligence processes, delivering significant value to customers.”
Together, the partnership signals a strategic push by both companies to deepen their presence in regulated markets, leveraging data and AI to deliver faster, more accurate compliance solutions that meet the evolving demands of global financial institutions.
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