Tag: CLM

There are countless client lifecycle management (CLM) platforms in the market. To separate the best from the rest, KYC Portal believes firms should look at its flexibility.

SirionLabs, which offers an AI-powered contract lifecycle management (CLM) platform, has closed its Series D funding round on $110m.

With a market aflush with CLM solutions, the best way to stand out from the crowd is through integrity, RegTech platform iMeta Technology argues.

Automated machine identity management platform AppViewX has secured $20m in its Series B round.

Wealth managers might not be aware, but there is a revolution underway in how they handle customer journeys. Traditionally a firm has used a customer relationship management (CRM) solution to track engagements, but this is being made redundant by the better equipped client lifecycle management (CLM) solutions.

Client lifecycle management solution developer Wealth Dynamix has launched CLMi, a cloud-based SaaS solution for wealth managers.

A fifth of financial institutions claim outdated technology infrastructures are holding them back from investing in new solutions such as AI, a study from Fenergo claims.