Blog
From The CLM Experts™ where insight meets execution and modern Client Lifecycle Management takes shape.
Blog
Mar 4, 2026
2026 is a turning point for EU Know Your Customer (KYC) and Client Lifecycle Management (CLM) because the creation of the Anti-Money Laundering Authority (AMLA) is driving supervisory convergence, standardised customer due diligence requirements, and greater accountability at group level.
Blog
Dec 16, 2025
As financial institutions increase investment in AI, many Client Lifecycle Management (CLM) programmes stall by moving too quickly from automation to GenAI. This blog examines AI maturity in onboarding, explaining why the absence of context, memory, and orchestration limits impact, and why onboarding must evolve into a more intelligence‑led operating model.
Blog
Nov 6, 2025
In this article, Matthew Benham examines how CLM requirements differ between fund administrators and global banks, highlighting how modern CLM technology can solve the unique onboarding and KYC challenges faced by fund administrators.
Blog
Oct 28, 2025
In this article, Sean Vickers, Chief Commercial Officer and Matthew Benham, Chief Product Officer sit down to discuss why CLM may be heading towards a model where firms buy solutions not to work around them, but to take them apart and make them their own.