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