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Instructor Led Training

Client Life Cycle Management (CLM) Foundation

Visible to: All users

1 day

Pega Client Lifecycle Management for Financial Services 8.7
Beginner Pega Client Lifecycle Management for Financial Services 8.7 English

Client Life Cycle Management Foundation is an introductory training for anyone who wants to learn about Pega Client Lifecycle Management and Know Your Customer™ for Financial Services and the associated concepts. Participants become familiar with the architecture, standard portals, and tools that support customer onboarding, offboarding, and other customer journeys.

By the end of this course, you will be able to successfully:

  • Describe the features and functions of Pega Client Lifecycle Management (CLM) and Pega Know Your Customer (KYC).
  • Describe support for due diligence and regulations.
  • Explain and use different types of Customer Journeys.
  • Describe the features of Client Outreach.
  • Work with KYC Type rules configurator to develop custom regulatory rules.

Cost

$675

Course Outline

  • Pega CLM and KYC Overview
  • CLM Architecture
  • KYC Architecture
  • Customer Journey
  • CLM Implementation
  • Reporting
  • KYC Implementation

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