White Papers
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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.
Capital Markets
Risk & Compliance
Mandatory U.S. Treasury Clearing Digital Brochure
Davies offers expert guidance to help firms assess their readiness, develop tailored playbooks, and implement the necessary changes.
Insurance
Operating Strategy & Transformation
Cross-Industry Lessons for Supporting Vulnerable Customers
Our white paper provides actionable insights for enhancing customer support across various sectors.
Asset & Wealth Management
Operating Strategy & Transformation
Davies’ Financial Services Insights Report 2024
Assessing performance, confidence and challenges across UK financial services.
Insurance
Operating Strategy & Transformation
Voice of the Customer
Whether you’re starting a Voice of the Customer programme or looking to improve an existing one, this paper offers practical guidance.
Insurance
Operating Strategy & Transformation
The Power of Customer Communication Management
At Davies, we help organisations design and implement communication strategies that work.