The Fenergo CLM industry trends report series unpacks the sentiment of global decision makers towards key areas of client lifecycle management (CLM) - initial and lifecycle compliance, data & document management, client & product onboarding, the impact of technology/digitalisation and the evolution of the CLM ecosystem.
Survey of 250 c-suite executives across data, technology and compliance, within the commercial, business, investment and corporate banking space in UK & Europe, Middle East and North Africa, Asia Pacific and North America.
The Cost of Poor Customer Experience is the first of three reports. This report will also touch on how the need to improve the customer experience and obtain an enterprise wide view of client and counterparty risks is driving financial organisations to digitally transform the entire customer journey, from the very first touch point to day-to-day trading. The adoption of CLM solutions will be imperative in achieving this.
About the Author
Joe has deep banking and regulatory knowledge and maintains currency of knowledge in this ever-evolving industry by taking an active lead in Fenergo’s Client Advisory Boards and industry roundtables and forums.