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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...

Knowledge Buddy integration

  • Module

    Knowledge Buddy integration

    3 Topics

    25 mins

    Pega Knowledge Buddy '24.1 Visible to: All users
  • This module provides an overview of the possibilities of integrating a Pega Gen AI Knowledge Buddy™ in an application. Learn about the required...

KPIs

  • Module

    KPIs

    3 Topics

    20 mins

    Pega Process Mining Visible to: All users
  • Key performance indicators (KPIs) help you to measure the performance of company processes to achieve strategic goals and objectives. Learn how to...

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

Limiting action volume on outbound

Localizing application content

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...

Low-code defined

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...

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