Re-envisioning client lifecycle management

The financial services industry faces an urgent need to modernise and future-proof its systems and processes. Amid increasingly complex transactions, regulatory requirements and tax regimes, service providers are facing greater transaction volumes; between 2021 and 2022 alone, global daily trading volume rose by approximately 20% year-on-year.
With the advent of a T+1 settlement cycle, providers are not only managing a higher volume of transactions but are facing the expectation from industry bodies that they should process these transactions faster than ever before.
The white paper explores:
·         The future of client lifecycle management
·         Challenges and tools
·         Industry growth
·         The importance of the client lifecycle
·         Paths to digital transformation
·         Technology evaluation criteria