{"id":5013,"date":"2025-08-01T10:26:08","date_gmt":"2025-08-01T10:26:08","guid":{"rendered":"https:\/\/fintech.global\/data-management-tech-forum\/?p=5013"},"modified":"2025-10-31T11:43:22","modified_gmt":"2025-10-31T11:43:22","slug":"golden-record-in-clm-transforms-client-data-management","status":"publish","type":"post","link":"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/","title":{"rendered":"Golden record in CLM transforms client data management"},"content":{"rendered":"<p data-start=\"244\" data-end=\"486\"><strong><a href=\"https:\/\/www.kycportal.com\/\">KYC Portal<\/a>, a RegTech firm specialising in automating compliance workflows, is addressing one of the financial sector\u2019s biggest compliance risks \u2014 fragmented client data \u2014 with its golden record solution for client lifecycle management (CLM).<\/strong><\/p>\n<p data-start=\"488\" data-end=\"758\">The golden record aims to provide firms with a single, accurate and continuously updated view of each client by consolidating information across systems and departments. This unified profile significantly reduces regulatory exposure and enhances operational performance.<\/p>\n<p data-start=\"1090\" data-end=\"1449\">A golden record in CLM refers to the authoritative version of a client\u2019s profile, created by merging verified data from various sources into a consistent and validated record. A\u00a0golden record should include verified identity data, UBO mapping, risk assessments, and updated screening results within a single interface, it said.<\/p>\n<p data-start=\"1491\" data-end=\"1835\">It stated that many financial institutions rely on siloed systems, CRM tools, document storage, onboarding platforms and screening databases, which lead to multiple, inconsistent client records.<\/p>\n<p data-start=\"1491\" data-end=\"1835\">This creates a range of challenges, including missed risk indicators, conflicting data between departments, increased false positives, and audit and reporting gaps.<\/p>\n<p data-start=\"1837\" data-end=\"2184\">KYC Portal CLM offers centralised client profiles and real-time data synchronisation. It also boasts built-in duplicate detection and merging tools, helping institutions clean and streamline their records while maintaining a complete audit trail. Dynamic risk profiles are constantly updated based on evolving client data, activity, and jurisdiction.<\/p>\n<p data-start=\"2186\" data-end=\"2522\">KYC Portal provides a number of significant benefits. These include improved regulatory confidence through consistent reporting, enhanced operational efficiency by eliminating redundant processes, a smoother client experience due to faster onboarding, and reduced exposure to compliance breaches.<\/p>\n<p data-start=\"2756\" data-end=\"2880\">For more information,\u00a0<a href=\"https:\/\/www.kycportal.com\/single-customer-view\">read the full story here.<\/a><\/p>\n<p data-start=\"2756\" data-end=\"2880\"><a class=\"\" href=\"https:\/\/fintech.global\/category\/fintech-news\/\" target=\"_new\" rel=\"noopener\" data-start=\"2770\" data-end=\"2846\">Read the daily FinTech news<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>KYC Portal, a RegTech firm specialising in automating compliance workflows, is addressing one of the financial sector\u2019s biggest compliance risks \u2014 fragmented client data \u2014 with its golden record solution for client lifecycle management (CLM). The golden record aims to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":5015,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[38],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Golden record in CLM transforms client data management - Data Management Tech Forum<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Golden record in CLM transforms client data management - Data Management Tech Forum\" \/>\n<meta property=\"og:description\" content=\"KYC Portal, a RegTech firm specialising in automating compliance workflows, is addressing one of the financial sector\u2019s biggest compliance risks \u2014 fragmented client data \u2014 with its golden record solution for client lifecycle management (CLM). The golden record aims to [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Data Management Tech Forum\" \/>\n<meta property=\"article:published_time\" content=\"2025-08-01T10:26:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-31T11:43:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fintech.global\/data-management-tech-forum\/wp-content\/uploads\/2025\/08\/austin-distel-744oGeqpxPQ-unsplash-2-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1707\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Editorial\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Editorial\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/\",\"url\":\"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/\",\"name\":\"Golden record in CLM transforms client data management - Data Management Tech Forum\",\"isPartOf\":{\"@id\":\"https:\/\/fintech.global\/data-management-tech-forum\/#website\"},\"datePublished\":\"2025-08-01T10:26:08+00:00\",\"dateModified\":\"2025-10-31T11:43:22+00:00\",\"author\":{\"@id\":\"https:\/\/fintech.global\/data-management-tech-forum\/#\/schema\/person\/e2d702520c571025ebb289868d256fc9\"},\"breadcrumb\":{\"@id\":\"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/fintech.global\/data-management-tech-forum\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Golden record in CLM transforms client data management\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/fintech.global\/data-management-tech-forum\/#website\",\"url\":\"https:\/\/fintech.global\/data-management-tech-forum\/\",\"name\":\"Data Management Tech Forum\",\"description\":\"Explore strategies and tools for effective data management, compliance, and information security in financial services\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/fintech.global\/data-management-tech-forum\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/fintech.global\/data-management-tech-forum\/#\/schema\/person\/e2d702520c571025ebb289868d256fc9\",\"name\":\"Editorial\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/fintech.global\/data-management-tech-forum\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/e25caf13ff74e4ec69c5895b17b6b1e0?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/e25caf13ff74e4ec69c5895b17b6b1e0?s=96&d=mm&r=g\",\"caption\":\"Editorial\"},\"url\":\"https:\/\/fintech.global\/data-management-tech-forum\/author\/editorial\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Golden record in CLM transforms client data management - Data Management Tech Forum","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/fintech.global\/data-management-tech-forum\/golden-record-in-clm-transforms-client-data-management\/","og_locale":"en_US","og_type":"article","og_title":"Golden record in CLM transforms client data management - Data Management Tech Forum","og_description":"KYC Portal, a RegTech firm specialising in automating compliance workflows, is addressing one of the financial sector\u2019s biggest compliance risks \u2014 fragmented client data \u2014 with its golden record solution for client lifecycle management (CLM). 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