Effective client lifecycle management (CLM) within corporate and institutional banking (CIB) is a critical component of financial crime operations. Like a well-oiled machine, a strategically optimized CLM infrastructure is built on a target operating model that ensures outcomes are delivered quickly and cost-effectively. The alignment brought by a target operating model delivers streamlined compliance, reduced regulatory risk, and optimized client experiences. On the flip side, a poorly executed CLM operating model without strategic alignment will result in continued operational silos, burdensome onboarding processes, increased regulatory risk, and delayed time to revenue.
According to Fenergo’s research into global CIBs, the majority are hamstrung with operational silos, an opaque client view (50%), and poor data management (54%). Over a quarter (26%) claimed that weak client relationships are caused by poor CLM processes.
During this webinar, in association with PwC, you will learn:
- The foundational TOM pillars that underpin CLM success
- What 'good' looks like for strategic alignment
- How to avoid common pitfalls and maximise return on investment for CLM frameworks
Register now
