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CLM Foundation

This course is for Business managers, Business analysts, IT project managers, CIOs, Business Architects, System Architects and anyone needing to understand or support Client Onboarding or Due Diligence.

CLM Foundation is a foundation course for anyone wishing to learn about Pega Client Lifecycle Management for Financial Services as well as the associated concepts. Participants will become familiar with the architecture, standard portals and tools used to support the customer onboarding, offboarding and more.

What you'll learn

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

  • Describe Pega’s Strategic Application offerings
  • Explain the different types of a Customer Journey
  • Describe support for due diligence and regulations
  • Describe the features and functions of Pega CLM and KYC
  • Describe the elements of the CLM and KYC case type
  • Start onboarding cases for different types of customer journeys

Course Outline

Pega CLM and KYC Overview

CLM Architecture

KYC Architecture

The Customer Journey

CLM Implementation


KYC Implementation

CLM and KYC Resources and further information

Choose Your Format

Need help choosing the best format? Learn More.

  • Skill Level


  • Duration

    1 day

  • Platform Version


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