Tag: CLM

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A fifth of financial institutions claim outdated technology infrastructures are holding them back from investing in new solutions such as AI, a study from Fenergo claims.