Re-envisioning client lifecycle management

The financial services industry faces an urgent need to modernise 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 white paper 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