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Pega CLM and KYC Foundation

Pega CLM and KYC Release Update

  • Mission

    Pega CLM and KYC Release Update

    2 Modules

    1 hr 25 mins

    Visible to: All users
  • Discover the three business pillars for Pega Client Lifecycle Management and Know Your Customer™ version '23 on new Alerts and Investigation...

Alert and Investigation Management accelerator

  • Module

    Alert and Investigation Management accelerator

    3 Topics

    50 mins

    Pega Client Lifecycle Management for Financial Services '23 Visible to: All users
  • Reusing assets from Pega Platform™ and Pega Foundation for Financial Services, the Alert and Investigation Management (AIM) accelerator provides a...

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...

eBusiness Services

  • Module

    eBusiness Services

    4 Topics

    40 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to: All users
  • The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...

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...

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...

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...

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