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Surviving The Perfect Storm: Making the Case for Client Lifecycle Management

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Surviving The Perfect Storm: Making the Case for Client Lifecycle Management

November 2014

In this paper, Joe Dunphy, Fenergo’s Head of Product Management, describes the perfect storm that is brewing in the world of financial services.

Operating in a tumultuous regulatory environment, investment banks and capital market firms are trying to brace themselves against the onslaught of existing, enhanced and new regulatory requirements, each with regional variations and changing timeframes and scopes.

This puts the strategic organizational objectives of the COO and CEO at odds with the tactical capabilities of the institution’s compliance, data management and onboarding teams.  

Joe also outlines some of the regulatory, operational and business benefits that can be derived from adopting an approach to Client Lifecycle Management and a technology that can help institutions to generate six core benefits including: risk avoidance and reputation protection; time to revenue; improved client experience and increased client retention; centralized control and operations; future compliance cost savings; resource savings and efficiencies.

 

 About the Author:

Joe DunphyJoe has deep banking and regulatory knowledge and maintains currency of knowledge in this ever-evolving industry by taking an active lead in Fenergo’s Client Advisory Boards and industry roundtables and forums.

 

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