Training

Implementing Know Your Customer for Financial Services

  • PDF
  • 483 KB

Implementing Know Your Customer for Financial Services training provides you with insight into how due diligence is performed in the financial services industry. You'll learn how the Know Your Customer for Financial Services application increases productivity and improves efficiency through automated implementation of financial rules and regulations. You'll learn to utilize builtin rules and regulations, and how to customize KYC Types and Items for local implementation.

This course is available in the following delivery format(s):

Self Study


Learn more about Pega Academy



Tags

Related Resources

PegaWorld 2018 promo card

PegaWorld 2018

Registration is Now Open

Discover why 4,500 global leaders plan to join us next June in Las Vegas!

The Salesforce.com Alternative

Considering Salesforce.com?

Don’t fall for the hype. See why today’s leading enterprises choose Pega CRM.