Skip to main content

Mission

Pega CLM and KYC Release Update

5 Modules

1 hr 40 mins

Pega Client Lifecycle Management for Financial Services 8.8
Visible to all users
Beginner Pega Client Lifecycle Management for Financial Services 8.8 Financial Services English

Explore the latest enhancements in Pega Client Lifecycle Management and Know Your Customer™ version 8.8. Learn from product experts about the new features that simplify the perpetual KYC approach for customers and implementation teams with new event-driven architecture. Use KYC Quality Control to improve reviews, learn about the value proposition of the new integration with Encompass, how it enhances data enrichment and automation, and the changes that impact UK Anti-Money Laundering regulation following the withdrawal of the United Kingdom from the European Union.

Updates to Pega CLM and KYC

  • Module

    Updates to Pega CLM and KYC

    1 Topic

    10 mins

  • The product management team for Pega Client Lifecycle Management and Know Your Customer™ team introduces the key themes for Pega Client Lifecycle...

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...

KYC Quality Control

  • Module

    KYC Quality Control

    1 Topic

    10 mins

  • 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"...

Enriching data with third party providers

  • Module

    Enriching data with third party providers

    2 Topics

    20 mins

  • Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...

UK Anti-Money Laundering questionnaire update

  • Module

    UK Anti-Money Laundering questionnaire update

    2 Topics

    15 mins

  • Learn about the changes to the questionnaire for the UK Anti-Money Laundering (AML) regulation in Pega Client Lifecycle Management and Know Your...

Pega CLM and KYC Release Update

We'd prefer it if you saw us at our best.

Pega Academy has detected you are using a browser which may prevent you from experiencing the site as intended. To improve your experience, please update your browser.

Close Deprecation Notice