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Mission

Pega CLM and KYC Foundation

7 Modules

5 hrs 55 mins

Visible to: All users
Beginner Pega Client Lifecycle Management for Financial Services 8.8 Pega Foundation for Financial Services 8.8 Financial Services English

Discover 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 customers and 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 Client Lifecycle Management and Know Your Customer TM can solve. The Pega CLM and KYC...

Client due diligence

  • Module

    Client due diligence

    4 Topics

    40 mins

  • Financial institutions are legally obligated to understand with whom they are engaging in business and the risks. Due diligence requirements, which...

eBusiness Services

  • Module

    eBusiness Services

    4 Topics

    40 mins

  • The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...

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...

Perpetual KYC with event-driven architecture

  • Module

    Perpetual KYC with event-driven architecture

    3 Topics

    35 mins

  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

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