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Financial Services

Course

Implementing CLM

Implementing CLM is a course for system architects and anyone that needs to implement or extend technical aspects of Pega Client Lifecycle Management (CLM) for Financial Services. Participants learn how to use the tools provided with the platform to configure the CLM application to best fit business needs including the data model, risk model, customizing the user interface as well as adding new documentary requirements and products.

Course

Certification Drop-In

Availability is limited. Register for your free exam session today! All exams will be administered onsite at the respective location. Please make sure that you have created an account with PearsonVUE prior to attending.

Course

CLM Foundation

CLM Foundation is for anyone who wants to learn the foundation of Pega Client Lifecycle Management for Financial Services as well as the associated concepts. Participants learn about the architecture, standard portals and tools used to support the customer onboarding, offboarding and more.

Course

Implementing CLM

Implementing CLM is a course for system architects and anyone that needs to implement or extend technical aspects of Pega Client Lifecycle Management (CLM) for Financial Services. Participants learn how to use the tools provided with the platform to configure the CLM application to best fit business needs including the data model, risk model, customizing the user interface as well as adding new documentary requirements and products.

Course

DCO Project Workshop

In this course, we demonstrate how to use Pega’s DCO to maximize the return on business application development. After a brief introduction to the basics of DCO, participants learn to apply key pillars to delivering successful projects including capturing and managing requirements in real-time, and how to align DCO with typical application development methodologies.

Course

CLSA Readiness Exam Preparation Clinic

Our Certification Test Preparation Clinics allow students to refresh their knowledge, review the exam blueprint and sample questions, and ask questions to a Certified Pega instructor online.

Course

CLSA Architecture Exam Preparation Clinic

Our Certification Test Preparation Clinics allow students to refresh their knowledge, review the exam blueprint and sample questions, and ask questions to a Certified Pega instructor online.

Course

Sean's version of C-750

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

CLSA Application Build Preparation Clinic

Our Certification Test Preparation Clinics allow students to refresh their knowledge, review the exam blueprint and sample questions, and ask questions to a Certified Pega instructor online.