Robert (Bobby) Bing
Partner
Banking & Markets
I am the Davies Global Head of Client Lifecycle Management with over 20 years of expertise serving financial institutions across the US, Europe and Asia. I help clients to advance their strategic vision and deploy the tactical policies and processes that will bring it to life. I have a particular specialism in all aspects of client lifecycle management (CLM) and a track record in business management, consulting, and wealth management. I deliver operational efficacy, unify teams, mitigate risk and mentor colleagues at all levels. I am also both a certified Anti-Money Laundering Specialist (through ACAMS), and a Certified Fraud Examiner (CFE).
Authored Content
Banking & Markets
The Importance of Data in Client Lifecycle Management
Client Lifecycle Management (CLM) is the strategic approach to managing customer interactions and relationships throughout their entire journey with a company.
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Banking & Markets
How important is choosing the right Client Lifecycle Management Tool?
In today’s competitive business landscape, selecting the right CLM tool is not merely an option but a necessity
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Banking & Markets / Financial Crime & Regulatory Compliance
Creating an Effective Client Lifecycle Management Strategy
We explore the value of a strategic approach to CLM
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Banking & Markets
A Strategic Approach to Client Lifecycle Management
Davies are experts in Client Lifecycle Management (CLM)
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