Client Lifecycle Management
Keeping good company: streamlining client onboarding with CDI – Part 3
A collaborative article by Chartis and Encompass
Focusing on pain points in the CLM journey
A collaborative article by Chartis and Fenergo.
Banking on Automation
In this collaborative report, Chartis and WorkFusion outlines several key drivers for workforce efficiency in the client lifecycle management (CLM) process.
Client Lifecycle Management Solutions, 2022: Corporate and Investment Banks and Markets Institutions; Market and Vendor Landscape
This report focuses on investment banks and other sell-side institutions with some of the most complex and demanding CLM requirements. Contains one RiskTech Quadrant.
Calculating Return on Investment for Client Lifecycle Management Using the Fenergo Solution
Chartis Research and Fenergo have developed a focused return on investment (ROI) model for CLM, to determine how much value financial institutions (FIs) can hope to achieve from their CLM solutions. This report outlines the Chartis model, its methodology…
