Out now: CLM Solutions for Corporate and Investment Banks, 2024: Market Update and Vendor Landscape

The many challenges that financial institutions face – not least complex customer workflows and pressure from regulators – have created demand for client lifecycle management (CLM) solutions that provide a clearer and more holistic view of clients. And to achieve this comprehensive view, firms require a step change in the complexity of the solutions they use.  

In response to demand, vendors have introduced more capabilities and configuration into their offerings, building solutions that can be implemented in a shorter time frame. 

This report focuses on CLM solutions for corporate and investment banking (CIB), and covers areas including markets, wholesale credit, equity investment banking, derivatives and foreign exchange. We assess vendors based on multiple factors, including data and policy management, entity management, system interfaces and application programming interfaces (APIs), and workflow and automation.