Mission
Pega CLM and KYC Foundation
5 Modules
4 hrs 35 mins
An introduction to using the Pega Client Lifecycle Management and Know Your Customer™ strategic application, which can solve the problems that financial institutions encounter around onboarding, maintaining, reviewing, and offboarding Clients, as well as how they can implement regulatory compliance.
Pega CLM and KYC strategic application
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Module
Pega CLM and KYC strategic application
4 Topics
55 mins
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Familiarize yourself with the business problems that Pega Client Lifecycle Management and Know Your Customer TM can solve. The Pega CLM and KYC...
Client due diligence
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Module
Client due diligence
3 Topics
35 mins
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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
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Module
Documentary Requirements Management
5 Topics
55 mins
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Financial institutions are legally obligated to understand with who they are engaging in business, as well as the risks. Documentary Requirements...
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
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With Pega Client Lifecycle Management (CLM) and KYC™, financial institutions can understand the risk of doing business with their customers and ensure...
Know Your Customer
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Module
Know Your Customer
4 Topics
35 mins
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Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...
