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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...

Pega CLM and KYC Release Update

  • Mission

    Pega CLM and KYC Release Update

    5 Modules

    1 hr 40 mins

    Visible to: All users
  • Explore the latest enhancements in Pega Client Lifecycle Management and Know Your Customer™ version 8.8. Learn from product experts about the new...

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...

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...

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...

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...

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...

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