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Module

Pega CLM and KYC strategic application

4 Topics

55 mins

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

Familiarize yourself with the business problems that Pega Client Lifecycle Management and Know Your Customer TM can solve. The Pega CLM and KYC strategic application is a rich business application that includes default client journeys to automate client onboarding, client maintenance, client reviews, client offboarding, and general KYC due-diligence operations. The journeys are designed to match the required complexity in the Corporate and Investment Banking (CIB) segment and the simplicity of Retail Consumer segment. You can configure and extend the blueprint toward the specific use cases.

After completing this module, you should be able to:

Describe the functionality of the Pega CLM and KYC application.
List the available client journeys that the application provides.
Match the business problems of financial institutions with the life cycle of their clients and the default application offering.
Discuss with partners, clients, and prospects about the ability to implement other non-default client journeys in the Pega CLM and KYC application.

Available in the following mission:

Pega CLM and KYC Foundation v3

Topics

Pega CLM and KYC application overview

15 mins

CLM case orchestration

15 mins

Pega CLM and KYC architecture and implementation

10 mins

Onboard a new corporation end-to-end demonstration

10 mins

Module Quiz

5 mins

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