Discover More
Where is your organisation
on its CLM journey?
Your engine of intelligent Client Lifecycle Management. A powerful, modular engine, designed to digitise the entire KYC and CLM lifecycle with improved clarity and effectiveness.
46%
54%
65%
Explore a range of our thought leadership, opinion pieces and articles. This is where we share our wisdom, insights and general know-how.
Sean Vickers, Global Head of CLM Advisory, and Niamh Kingsley, Head of Product Innovation & Artificial Intelligence, share their global perspective on how AI is reshaping onboarding and Client Lifecycle Management across Capital Markets. Drawing on their experience at the forefront of innovation, they explore the opportunities and complexities firms face as they strive to turn intelligent automation into real-world impact.
In this article, Sean Vickers and Matthew Benham sit down to explore why buying a solution in order to pull it apart and take control might be where CLM is headed.
Imagine this, you are a COO of a major bank managing hundreds, sometimes thousands of people globally on Know Your Customer (KYC) and Anti-Money laundering (AML) tasks.
Outreach plays a pivotal role in KYC and AML processes. In instances where crucial information and documents are not accessible in the public domain, companies need to reach out to clients. This outreach is essential to fill in the gaps, allowing clients to fulfil their KYC and AML obligations seamlessly.
In today's dynamic business landscape, the demand for robust Identity Verification and Validation (ID&V) processes, closely associated with Know Your Customer (KYC) protocols, has reached unprecedented heights.
In this article, Matthew uncovers the differences between CLM for FAs vs Global Banks and explore the opportunities available for CLM technology to solve for the nuanced challenges FAs face around onboarding & KYC.
Delta Capita is ranked among the top 100 global providers of risk and compliance technology by Chartis Research.
Demonstrating our commitment to data security, Delta Capita completed SOC 2 Type II attestation for Security.
Delta Capita has achieved Gold status from EcoVadis, placing us in the top 5% of companies for sustainability performance.
Share any priorities or topics you’d like us to highlight, or simply join for a full overview.
