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Pega CLM and KYC Foundation

  • Mission

    Pega CLM and KYC Foundation

    5 Modules

    4 hrs 35 mins

    Pega Client Lifecycle Management for Financial Services 8.7 Visible to all users
  • An introduction to using the Pega Client Lifecycle Management and Know Your Customer™ strategic application, which can solve the problems that...

Documentary Requirements Management

  • Module

    Documentary Requirements Management

    5 Topics

    55 mins

    Pega Client Lifecycle Management for Financial Services 8.7 Visible to all users
  • Financial institutions are legally obligated to understand with who they are engaging in business, as well as the risks. Documentary Requirements...

Know Your Customer

  • Module

    Know Your Customer

    4 Topics

    35 mins

    Pega Client Lifecycle Management for Financial Services 8.7 Visible to all users
  • Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...

Pega CLM and KYC strategic application

  • Module

    Pega CLM and KYC strategic application

    4 Topics

    55 mins

    Pega Know Your Customer for Financial Services 8.7 Visible to all users
  • Familiarize yourself with the business problems that Pega Client Lifecycle Management and Know Your Customer TM can solve. The Pega CLM and KYC...

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