The third of Fenergo’s three-part CLM Trends report series looks at how the technology driving finance and regulation is pushing financial institutions toward digital client lifecycle management (CLM).
This report is based on findings from Fenergo’s CLM survey, which unpacks the sentiment of global decision-makers towards five key areas of client lifecycle management – initial and lifecycle compliance, data and document management, client and product onboarding, digitalisation and the evolution of the CLM ecosystem.
We surveyed 250 C-suite executives across data, technology and compliance, within commercial, business, investment and corporate banking in the UK and Europe, Middle East and North Africa, Asia Pacific and North America.
Download the full report above to discover more.
to find out more about the Industry Trends Report Series.
of financial institutions surveyed have fully automated the collection of client data.
of banks surveyed have not invested in any technology to improve client onboarding.
of respondents surveyed said that the maturity of their technology infrastructure is preventing them from investing in new technologies
of senior managers surveyed said standardizing and simplifying processes is a crucial benefit of CLM