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Mission

Pega CLM and KYC Foundation

5 Modules

4 hrs 35 mins

Pega Client Lifecycle Management for Financial Services 8.7
Visible to all users
Beginner Pega Client Lifecycle Management for Financial Services 8.7 Pega Know Your Customer for Financial Services 8.7 Pega Foundation for Financial Services 8.7 Financial Services English

An introduction to using the Pega Client Lifecycle Management and Know Your Customer™ strategic application, which can solve the problems that financial institutions encounter around onboarding, maintaining, reviewing, and offboarding Clients, as well as how they can implement regulatory compliance.

Pega CLM and KYC strategic application

  • Module

    Pega CLM and KYC strategic application

    4 Topics

    55 mins

  • Familiarize yourself with the business problems that Pega Customer Lifecycle Management and Know Your Customer can solve. The Pega CLM and KYC...

Client due diligence

  • Module

    Client due diligence

    3 Topics

    35 mins

  • Financial institutions are legally obligated to understand with who they are engaging in business, as well as the risks. Due diligence requirements...

Documentary Requirements Management

  • Module

    Documentary Requirements Management

    5 Topics

    55 mins

  • Financial institutions are legally obligated to understand with who they are engaging in business, as well as the risks. Documentary Requirements...

Management of related parties in Pega Client Lifecycle Management and KYC

  • Module

    Management of related parties in Pega Client Lifecycle Management and KYC

    3 Topics

    35 mins

  • With Pega Client Lifecycle Management (CLM) and KYC™, financial institutions can understand the risk of doing business with their customers and ensure...

Know Your Customer

  • Module

    Know Your Customer

    4 Topics

    35 mins

  • Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...

Pega CLM and KYC Foundation

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