CLM Solutions, 2026: Quadrant Update
An update to Chartis’ previous client lifecycle management (CLM) research, focusing on the CLM vendor and solution landscapes for the corporate and investment banking (CIB) and wealth management sectors.
A defining feature of this year’s update is the accelerating maturity of artificial intelligence (AI) tools. Vendors are increasingly deploying generative AI (GenAI) in regulated onboarding environments, and it is becoming a delivery layer for scalable lifecycle management.
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