US FinCrime Benchmark

Financial institutions across North America are under mounting pressure to deliver operational efficiency and enhance client experience. Our U.S. specific research reveals just how steep the challenge has become.

‍

Financial institutions in the U.S. now spend 32% of their operations budgets on client lifecycle management (CLM), up from 30% the previous year. Despite this increased investment, 65% of U.S. firms are still losing clients due to slow and inefficient onboarding, highlighting a critical need for a fresh approach.

‍

Are U.S. firms embracing AI to automate labor-intensive processes?  Which U.S institutional types are innovating the most? And how are they driving cost savings and transforming the client lifecycle experience?

‍

Drawing on data from our 2025 Financial Crime Industry Trends survey, we’ll compare financial institutional types on metrics including agentic/Gen AI adoption, onboarding timelines and client abandonment rates. Helping you define your CLM strategy for 2026.

‍

What You'll Take Away:

‍

• How your organization’s operations, costs and outcomes stack up against industry peers
• What’s driving client abandonment and onboarding delays in U.S. financial institutions 
• How operational challenges and investment priorities differ by type of financial institutions
• How, where and why AI is being deploying and how to use it to transform CLM

‍

Why Attend:

‍

• Take a closer look at compliance operations in the U.S. with exclusive research and insights
• Clarify your AI strategy for the year ahead to cut costs and streamline operations
• Benchmark with insights from tier one financial institutions
• Gain actionable recommendations to modernize client lifecycle management processes and strengthen compliance

‍