Out now: CLM Solutions for Corporate and Investment Banks, 2024: Market Update and Vendor Landscape

CLM for CIB 2024_Coming soon pic

The many challenges that financial institutions face – not least complex customer workflows and pressure from regulators – have created demand for client lifecycle management (CLM) solutions that provide a clearer and more holistic view of clients. And to achieve this comprehensive view, firms require a step change in the complexity of the solutions they use.  

In response to demand, vendors have introduced more capabilities and configuration into their offerings, building solutions that can be implemented in a shorter time frame. 

This report focuses on CLM solutions for corporate and investment banking (CIB), and covers areas including markets, wholesale credit, equity investment banking, derivatives and foreign exchange. We assess vendors based on multiple factors, including data and policy management, entity management, system interfaces and application programming interfaces (APIs), and workflow and automation. 

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact info@risk.net or view our subscription options here: http://subscriptions.risk.net/subscribe

You are currently unable to copy this content. Please contact info@chartis-research.com to find out more.

You need to sign in to use this feature. If you don’t have a Chartis account, please register for an account.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here.