Tag: CLM

Fenergo, a leading provider of digital solutions for Know Your Customer (KYC), Transaction Monitoring, and Client Lifecycle Management (CLM), has announced the availability of its software-as-a-service (SaaS) CLM solution on AWS Marketplace.

The journey of digital transformation has been a critical focus for financial institutions (FIs). While considerable progress has been made in digitising compliance and operational processes, a significant challenge remains: addressing Financial Crime comprehensively.

Fenergo has recently argued that the economic downturn in the US market underlines a strong business case for CLM technology.

The financial sector has for long been bogged down by manual processes in adhering to regulatory standards. The spotlight now shifts towards embracing technology, particularly in Know Your Customer (KYC) operations. Fenergo has outlined the opportunities for KYC compliance automation.

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.