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Know Your Customer
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モジュール
Know Your Customer
4 トピック
35 分
Pega Client Lifecycle Management for Financial Services 8.7 -
Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...
KPIs
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モジュール
KPIs
3 トピック
20 分
Pega Process Mining -
Key performance indicators (KPIs) help you to measure the performance of company processes to achieve strategic goals and objectives. Learn how to...
KYC Quality Control
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モジュール
KYC Quality Control
1 トピック
10 分
Pega Client Lifecycle Management for Financial Services 8.8 -
Learn about quality control in Pega Client Lifecycle Management and Know Your Customer™ (CLM and KYC) and how it improves reviews and the "four-eye"...
Launching a new offer on web
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モジュール
Launching a new offer on web
4 トピック
35 分
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Learn about the processes involved in creating a new Action in a business operations environment and propagate the changes to the production...
Pega Express phases
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モジュール
Pega Express phases
4 トピック
25 分
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The Pega Express approach includes four phases to support solution delivery.
Limiting action volume on outbound
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モジュール
Limiting action volume on outbound
2 トピック
30 分
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In outbound customer engagement, you need to cater to different kinds of operational limitations. These may include limits on the number of email...
Low code during the Build phase
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モジュール
Low code during the Build phase
5 トピック
55 分
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In the Build phase of Pega Express™, you use Pega's low-code development platform to configure and test your application. Pega Platform™ leverages...
Management of related parties in Pega Client Lifecycle Management and KYC
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モジュール
Management of related parties in Pega Client Lifecycle Management and KYC
3 トピック
35 分
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...
Managing automation deployments within an organization
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モジュール
Managing automation deployments within an organization
5 トピック
1時間 5 分
Pega Robot Manager 8.5.3 -
Learn the roles of users with access to Robot Manager, the process of creating users and departments, the process of maintaining users and departments...
Managing customer interactions
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モジュール
Managing customer interactions
4 トピック
30 分
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Voice AI provides tools to allow managers to monitor and evaluate interactions between a customer and a CSR. Managers can use real-time alerts and...