CLM Solutions for Wealth Management, 2023: Market and Vendor Landscape


This report is the latest in Chartis’ series covering client lifecycle management (CLM) solutions in financial services. It considers the particular challenges and opportunities presented by the wealth management sector. Wealth management clients are complex and sensitive, and integrating their customer journey within a single platform is challenging. 

But this complexity also makes this market one where features enabled by technology can make a significant difference. Technology vendors in the space have focused on building out CLM platforms for wealth management firms, whereby institutions and clients can take an ‘a la carte’ approach to deploying solutions. 

The vendors in this space come from different areas, following the drive toward centralization of CLM solutions. Vendors include firms from the compliance and onboarding space, workflow and governance, risk management and compliance (GRC) vendors, surveillance-focused vendors and data-based players. First movers, which have focused on building out platform capabilities and partnerships targeted at the wealth management industry, have often been most successful in this area. 

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