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Financial Services

Course

CPM: Channel Services Integration

This course is an intermediate level course designed to teach Customer Process Manager (CPM) architects to integrate CPM with contact center service channels. The course shows students how to configure CPM and PegaCALL to integrate with telephony infrastructure including CTI platforms from Avaya, Cisco and Genesys and use features including soft phone and screenpop. The course also shows students how to configure and use PegaCHAT to provide customer service over chat.

Course

CPM: Fundamentals

This course is a must for any system architect who will be designing and implementing Customer Process Manager (CPM) for their multi-channel contact center. Learn key features and how best to deploy and extend CPM to meet your business objectives.

Course

CPM: Advanced

This course is for system architects who want to deepen their knowledge and skills to design and build customer service applications using Pega Customer Process Manager (CPM) framework. It covers a breadth of topics including creating the application class structure, using external data within CPM and more advanced features such as skins and diagnostic processes.

Course

Implementing Pega Customer Service Financial Service

System Architects learn how to configure Service Cases for Retail Banking, Commercial Banking Wealth Management, and Collections. They also learn about the Financial Services Industry Framework (FSIF) and how to leverage the data model in the application

Course

Implementing Know Your Customer for Financial Services

Implementing Know Your Customer for Financial Services training provides you with insight into how due diligence is performed in the financial services industry. You learn how the application increases productivity and improves efficiency through automated implementation of financial rules and regulations. You also learn to utilize built-in rules and regulations, and how to customize KYC Types and Items for the local implementation.

Course

Implementing Pega Smart Dispute for Issuers

This course demonstrates features of the Pega Smart Dispute for Issuers application and describes how this application automates the disputes process. This course also explains the architecture of the application and provides students the opportunity to customize and configure the application using realistic business requirements.

Course

Getting Started with Pega

This course provides students with an overview of Pega 7 and how business users can use Pega 7’s Build for Change technology to automate business processes and enable a more agile organization that quickly reacts to changing objectives. This hands-on

Course

Implementing Pega Activities

The Implementing Pega Activities course is designed to for Certified System Architects to enhance their knowledge on creation of activity rules.

Course

CLSA Application Build Exam Registration

This exam requires the candidate to build a Pega Platform application based on a given scenario and answer 3 design questions in a fixed period of time. At the end of the exam, system architects will build and submit a migration package which contains their application solutions along with the specified documentation for evaluation. *Australia and UK candidates should register for sessions with their regional currency outlined to ensure proper GST and VAT are assessed.

Course

CLM Foundation

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.