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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...

KYC Quality Control

  • Module

    KYC Quality Control

    1 Topic

    10 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • 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"...

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...

Pega Government Platform overview

  • Module

    Pega Government Platform overview

    3 Topics

    31 mins

    Visible to: All users
  • Learn about the features of Pega Government Platform™. Discover the numerous features that help accelerate the development and implementation of...

Perpetual KYC with event-driven architecture

  • Module

    Perpetual KYC with event-driven architecture

    3 Topics

    35 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...

Standard case types of Pega Government Platform

Time Management

  • Module

    Time Management

    4 Topics

    35 mins

    Visible to: All users
  • Learn about the Time Management application. Discover the data model, reusable components, and application features of Time Management that help...

UK Anti-Money Laundering questionnaire update

  • Module

    UK Anti-Money Laundering questionnaire update

    2 Topics

    15 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • Learn about the changes to the questionnaire for the UK Anti-Money Laundering (AML) regulation in Pega Client Lifecycle Management and Know Your...

Updates to Pega CLM and KYC

  • Module

    Updates to Pega CLM and KYC

    2 Topics

    25 mins

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

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