Davies corporate actions expert reflects on the key challenges within the corporate action environment, with a focus on risk and the role technology plays, citing recent examples of losses firms have faced with either legacy technology processes, or geographically dispersed processes that require manual intervention and the associated controls needed to manage those processes.
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Director
Banking & Markets
Client Lifecycle Management (CLM) is the strategic approach to managing customer interactions and relationships throughout their entire journey with a company.
Whether you are a market participant, regulator, or risk professional, this white paper offers valuable insights.
The paper encourages a holistic approach to CLM, helping firms create a framework that supports sustainable growth.