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Pega CLM and KYC Foundation
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Mission
Pega CLM and KYC Foundation
7 Modules
6 hrs
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Discover the Pega Client Lifecycle Management and Know Your Customer™ strategic application, which can solve the problems that financial institutions...
Pega CLM and KYC Release Update
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Mission
Pega CLM and KYC Release Update
2 Modules
1 hr 25 mins
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Discover the three business pillars for Pega Client Lifecycle Management and Know Your Customer™ version '23 on new Alerts and Investigation...
Alert and Investigation Management accelerator
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Module
Alert and Investigation Management accelerator
3 Topics
50 mins
Pega Client Lifecycle Management for Financial Services '23 -
Reusing assets from Pega Platform™ and Pega Foundation for Financial Services, the Alert and Investigation Management (AIM) accelerator provides a...
Documentary Requirements Management
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Module
Documentary Requirements Management
5 Topics
55 mins
Pega Client Lifecycle Management for Financial Services 8.7 -
Financial institutions are legally obligated to understand with who they are engaging in business, as well as the risks. Documentary Requirements...
eBusiness Services
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Module
eBusiness Services
4 Topics
40 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
The eBusiness Services architecture improves automation and customer satisfaction by providing integration and business data layers to services such...
Know Your Customer
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Module
Know Your Customer
4 Topics
35 mins
Pega Client Lifecycle Management for Financial Services 8.7 -
Financial institutions are legally obliged to adhere to Know Your Customer (KYC) laws and regulations, which ensure that customers are not involved in...
KYC Quality Control
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Module
KYC Quality Control
1 Topic
10 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
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"...
Pega CLM and KYC strategic application
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Module
Pega CLM and KYC strategic application
4 Topics
55 mins
Pega Know Your Customer for Financial Services 8.7 -
Familiarize yourself with the business problems that Pega Client Lifecycle Management and Know Your Customer TM can solve. The Pega CLM and KYC...
Perpetual KYC with event-driven architecture
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Module
Perpetual KYC with event-driven architecture
3 Topics
35 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Customer data changes, ongoing e-screening alerts, and periodic review deadlines are just a few examples of types of events that the application might...
UK Anti-Money Laundering questionnaire update
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Module
UK Anti-Money Laundering questionnaire update
2 Topics
15 mins
Pega Client Lifecycle Management for Financial Services 8.8 -
Learn about the changes to the questionnaire for the UK Anti-Money Laundering (AML) regulation in Pega Client Lifecycle Management and Know Your...