A Strategic Approach to Client Lifecycle Management - Davies

A Strategic Approach to Client Lifecycle Management

Davies are experts in Client Lifecycle Management (CLM)

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

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.

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