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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"...

Launching a new offer on web

Pega Express phases

Limiting action volume on outbound

Low code during the Build phase

  • Module

    Low code during the Build phase

    5 Topics

    55 mins

    Visible to: All users
  • In the Build phase of Pega Express, you use Pega's low-code development platform to configure and test your application. Pega Platform leverages...

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...

Managing automation deployments within an organization

  • Module

    Managing automation deployments within an organization

    5 Topics

    1 hr 5 mins

    Pega Robot Manager 8.5.3 Visible to: All users
  • Learn the roles of users with access to Robot Manager, the process of creating users and departments, the process of maintaining users and departments...

Managing customer interactions

  • Module

    Managing customer interactions

    4 Topics

    30 mins

    Visible to: All users
  • Voice AI provides tools to allow managers to monitor and evaluate interactions between a customer and a CSR. Managers can use real-time alerts and...

Managing desktop runtime configurations remotely

  • Module

    Managing desktop runtime configurations remotely

    3 Topics

    20 mins

    Visible to: All users
  • With the ability to modify the runtime configuration files remotely from the Robot Manager portal, an administrator can adjust user and robot machines...

Managing government programs

  • Module

    Managing government programs

    5 Topics

    40 mins

    Pega Government Platform '23 Visible to: All users
  • Agencies and departments manage many complex Government programs that require timely policy changes to benefit the constituents. Programs include...

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