Blog
From The CLM Experts™ where insight meets execution, and modern Client Lifecycle Management takes shape.
Blog
May 19, 2026
How APAC banks can move beyond the "AI illusion" and unlock hard ROI in CLM through unified data, smart buy-vs-build choices, and a frictionless final mile.
Blog
May 18, 2026
Learn how scaling APAC banks can turn KYC and onboarding into a competitive edge by balancing good risk friction with frictionless digital client experiences.
Blog
May 13, 2026
The KYC and AML processes that once defined competitive advantage are becoming the baseline. The firms pulling ahead are those embedding AI into the heart of their CLM journeys, and the gap is widening.
Blog
May 7, 2026
How APAC's newly registered and regional financial institutions are cutting onboarding times while meeting local regulations. A five-step CLM blueprint from Delta Capita.
Blog
May 6, 2026
KYC doesn't fail because of bad regulation; it fails because of decision inconsistency. Discover how CLM-led operating model design fixes the real problem.
Blog
Apr 28, 2026
Zaki Ahmed, APAC Head of CLM at Delta Capita, argues that client experience is one of the clearest indicators of whether a CLM operating model is truly effective. Zaki explores why friction in onboarding and KYC is not just a UX issue, but a sign of fragmented lifecycle processes, misaligned digital and human channels, and operating models that struggle to scale trust, speed, and consistency.
Blog
Apr 17, 2026
Vincent O’Rourke, CLM European (UK&I) Head of Sales, examines how the CLM market has fundamentally changed, and why traditional commercial models are no longer fit for purpose. As volumes rise and regulatory scrutiny intensifies, he explores what banks must rethink to align pricing with today’s CLM operating reality.
Blog
Apr 9, 2026
Zaki Ahmed, APAC Head of CLM and Cassandra Cheah, Managing Consultant CLM Advisory were on the ground at the GITEX AI conference in Singapore. In this blog they explore why the next decade of Client Lifecycle Management (CLM) will be defined not by visible technology, but by invisible, agentic AI that embeds trust at the core of financial services.
Blog
Mar 17, 2026
Yemisi Yoosuf, Head of CLM Advisory (North America) at Delta Capita, explores how community and newly chartered banks are outperforming larger institutions in 2026 by executing Client Lifecycle Management (CLM) with greater precision rather than scale.
Blog
Mar 16, 2026
Corporate onboarding remains broken because many financial institutions treat onboarding as a one‑off, non-differentiating event rather than a critical, ongoing element of the client lifecycle, leading to fragmented ownership, duplicated effort, manual processing, and poor customer experience.
Blog
Mar 12, 2026
As financial institutions move beyond basic AI automation, Client Lifecycle Management (CLM) is becoming a critical foundation for agentic onboarding. This blog explains how the shift to agentic CLM – AI that can reason, act, learn, and retain context – is transforming onboarding from fragmented tasks into a stateful, outcome‑driven operating model, positioning CLM as the system of memory that enables scalable, compliant client onboarding across the lifecycle.
Blog
Mar 4, 2026
2026 is a turning point for EU Know Your Customer (KYC) and Client Lifecycle Management (CLM) because the creation of the Anti-Money Laundering Authority (AMLA) is driving supervisory convergence, standardised customer due diligence requirements, and greater accountability at group level.
Blog
Dec 16, 2025
As financial institutions increase investment in AI, many Client Lifecycle Management (CLM) programmes stall by moving too quickly from automation to GenAI. This blog examines AI maturity in onboarding, explaining why the absence of context, memory, and orchestration limits impact, and why onboarding must evolve into a more intelligence‑led operating model.
Blog
Nov 6, 2025
In this article, Matthew Benham examines how CLM requirements differ between fund administrators and global banks, highlighting how modern CLM technology can solve the unique onboarding and KYC challenges faced by fund administrators.
Blog
Oct 28, 2025
In this article, Sean Vickers, Chief Commercial Officer and Matthew Benham, Chief Product Officer sit down to discuss why CLM may be heading towards a model where firms buy solutions not to work around them, but to take them apart and make them their own.