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Client due diligence
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Modul
Client due diligence
4 Themen
45 Min.
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Financial institutions are legally obligated to understand with whom they are engaging in business and the risks. Due diligence requirements, which...
Enriching data with third party providers
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Modul
Enriching data with third party providers
2 Themen
20 Min.
Pega Client Lifecycle Management for Financial Services 8.8 -
Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...
Management of related parties in Pega Client Lifecycle Management and KYC
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Modul
Management of related parties in Pega Client Lifecycle Management and KYC
3 Themen
35 Min.
Pega Know Your Customer for Financial Services 8.7 -
With Pega Client Lifecycle Management (CLM) and KYC™, financial institutions can understand the risk of doing business with their customers and ensure...