A Strategic Approach to Client Lifecycle Management

An effective Client Lifecycle Management (CLM) strategy is the competitive advantage all organisations seek. With human resources at a premium, clients demanding a higher level of service and execution, fierce competition and tight margins, having an effective and efficient client lifecycle management strategy is now more important than ever.

We know that a successful CLM program allows organisations to maximise profitability, expedite and enhance decision making, reduce the administrative burden on the organisation 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 defence, that is effective, efficient and in-line with the strategic goals of the organisation.

Meet the experts: join Robert Bing and Eoin Davis on September 13th to discover how to make CLM strategic, effective and efficient. Register here.

Download our CLM brochure below:

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About the author

I’m an experienced Chief Administrative Officer and strategic business leader, with over 20 years of experience.