Client Lifecycle Management
CLM Solutions, 2025: Market Update
This report provides an updated analysis of the landscape of client lifecycle management (CLM) solutions in wealth management institutions and corporate and investment banking (CIB), building on Chartis’ previous research in these areas.
Vendor Analysis: S&P Global Market Intelligence - CLM Solutions for Corporate and Investment Banking, 2024
This report takes a detailed look at S&P Global Market Intelligence’s quadrant positioning and scoring for 'CLM Solutions for Corporate and Investment Banking, 2024,' and Chartis’ underlying opinion and analysis.
Keeping good company: streamlining client onboarding with CDI – Part 1
A collaborative article by Chartis and Encompass.
Vendor Spotlight: NICE Actimize - CLM Solutions for Corporate & Investment Banking, 2024
This report provides a vendor profile for NICE Actimize and considers Chartis' underlying analysis.
Focusing on pain points in the CLM journey
A collaborative article by Chartis and Fenergo.
CLM Solutions for Corporate and Investment Banking, 2024: Market Update and Vendor Landscape
This report focuses on CLM solutions for corporate and investment banking (CIB). Using a broad definition of CIB, it covers areas including markets, wholesale credit, equity investment banking, derivatives and foreign exchange.
Banking on Automation
In this collaborative report, Chartis and WorkFusion outlines several key drivers for workforce efficiency in the client lifecycle management (CLM) process.
Client Lifecycle Management Solutions, 2022: Corporate and Investment Banks and Markets Institutions; Market and Vendor Landscape
This report focuses on investment banks and other sell-side institutions with some of the most complex and demanding CLM requirements. Contains one RiskTech Quadrant.
Calculating Return on Investment for Client Lifecycle Management Using the Fenergo Solution
Chartis Research and Fenergo have developed a focused return on investment (ROI) model for CLM, to determine how much value financial institutions (FIs) can hope to achieve from their CLM solutions. This report outlines the Chartis model, its methodology…
