Re-envisioning client lifecycle management

The financial services industry faces an urgent need to modernize 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 whitepaper 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