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Client due diligence
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Module
Client due diligence
4 Topics
45 mins
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Financial institutions are legally obligated to understand with whom they are engaging in business and the risks. Due diligence requirements, which...
Enriching data with third party providers
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Module
Enriching data with third party providers
2 Topics
20 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...
Management of related parties in Pega Client Lifecycle Management and KYC
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Module
Management of related parties in Pega Client Lifecycle Management and KYC
3 Topics
35 mins
Pega Know Your Customer for Financial Services 8.7 -
With Pega Client Lifecycle Management (CLM) and KYC™, financial institutions can understand the risk of doing business with their customers and ensure...
Managing government programs
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Module
Managing government programs
5 Topics
40 mins
Pega Government Platform '23 -
Agencies and departments manage many complex Government programs that require timely policy changes to benefit the constituents. Programs include...
Setting up a Pega Government Platform application
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Challenge
Setting up a Pega Government Platform application
2 Tasks
20 mins
Pega Government Platform 8.7 -
GrantsCo funds ideas and projects to provide public services and wants to use a framework that is composed of assets needed for the standard processes...