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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...

Identifying duplicate Cases

Sending emails during Case processing

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 Express introduction

The value of Pega applications

Email bot cases and responses

  • Module

    Email bot cases and responses

    2 Topics

    25 mins

    Pega Platform 8.8 Visible to: All users
  • Pega Email Bot can detect the topic or sentiment of an email and route the email to the appropriate operator or queue. Intelligent routing allows the...

Email Manager portal

  • Module

    Email Manager portal

    6 Topics

    55 mins

    Visible to: All users
  • The Email Manager portal facilitates the manual processing of emails that do not meet any of the intelligent routing criteria and necessitate triage...

Enabling AI in the NBA framework

  • Module

    Enabling AI in the NBA framework

    3 Topics

    30 mins

    Visible to: All users
  • Learn how every Next-Best-Action weighs customer needs against business objectives to optimize decisions based on priorities set by the business...

One-to-one customer engagement

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