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Know Your Customer

  • モジュール

    Know Your Customer

    4 トピック

    35 分

    Pega Client Lifecycle Management for Financial Services 8.7 Visible to: All users
  • Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...

KPIs

  • モジュール

    KPIs

    3 トピック

    20 分

    Pega Process Mining Visible to: All users
  • 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

  • モジュール

    KYC Quality Control

    1 トピック

    10 分

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • 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

Pega Express phases

Limiting action volume on outbound

Low code during the Build phase

  • モジュール

    Low code during the Build phase

    5 トピック

    55 分

    Visible to: All users
  • 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

  • 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 Visible to: All users
  • 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

  • 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 Visible to: All users
  • 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

  • モジュール

    Managing customer interactions

    4 トピック

    30 分

    Visible to: All users
  • 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...

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