Creating an Effective CLM Strategy
Join Client Lifecycle Management (CLM) specialists Bobby Bing (US) and Eoin Davis (London) for 45 minutes of expert insight into the CLM challenges facing financial institutions today and the Sionic approach in identifying solution to address these challenges.
At Sionic, we know that a successful CLM program allows organizations to maximize profitability, expedite and enhance decision making, reduce the administrative burden on the organization and create long-term value throughout the CLM journey.
Our view is that CLM is not just about client-onboarding, KYC or data procurement. It’s about building an end-to-end journey, from pre-onboarding to offboarding and throughout many areas of the 1st and 2nd line of defense, that is effective, efficient and in-line with the strategic goals of the organization.
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- Download our related whitepaper: A Strategic Approach to Client Lifecycle Management