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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...

Pega CLM and KYC Release Update

  • Mission

    Pega CLM and KYC Release Update

    5 Modules

    1 hr 40 mins

    Pega Client Lifecycle Management for Financial Services 8.8 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...

Client due diligence

  • Module

    Client due diligence

    3 Topics

    35 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. Due diligence requirements...

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...

Enriching data with third party providers

  • Module

    Enriching data with third party providers

    2 Topics

    20 mins

    Pega Client Lifecycle Management for Financial Services 8.8 Visible to all users
  • Data enrichment and eBusiness Services architecture improve automation and customer satisfaction. Learn how the Encompass integration improves data...

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"...

Management of related parties in Pega Client Lifecycle Management and KYC

  • 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 Visible to all users
  • With Pega Client Lifecycle Management (CLM) and KYC™, financial institutions can understand the risk of doing business with their customers and ensure...

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...

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