Overview
Client lifecycle management (CLM) goes beyond Know Your Customer (KYC) and onboarding activities. It consists of managing AML risks via KYC/CDD in the customer lifecycle at different stages, such as at the time of onboarding, on an ongoing or periodic basis, and at the time of exit. CLM also enables financial institutions to transform the end-to-end client onboarding and lifecycle experience, future-proof regulatory compliance and enhance operational efficiency. Unlock the secrets to effective CLM with a focus on optimizing client onboarding and conducting strategic periodic reviews. Join our webinar to explore key strategies, best practices and technologies that will empower your organization to streamline processes, mitigate risks and ensure compliance throughout the client journey.
Pricing
Prices are subject to local taxes.