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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...

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...

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...

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...

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