Client Lifecycle Management is a transformative process that involves the fusion of leading edge technology with process and people to deliver the ultimate client-centric experience that traverses compliance, data collection, internal approvals, client onboarding and management of clients over time.
However, it is also the sum of so many different moving parts spanning many functions, business lines and jurisdictions. This makes it incredibly difficult to measure and monitor effectiveness and achievement against key performance indictors (KPIs), making the process of proving cost and operational effectiveness a shot in the dark.
Fenergo Management Intelligence & Analytics provides a powerful suite of data analytics tools to enhance real-time insight, understanding and measurement of Client Lifecycle Management, Compliance & Client Data Management processes
Download the Management Intelligence & Analytics brochure to read more.