Blogs
From The CLM Experts™ where insight meets execution, and modern Client Lifecycle Management takes shape.
Blogs
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.
Blogs
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.
Blogs
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.
Blogs
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.
Blogs
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.
Blogs
Dec 4, 2025
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.
Blogs
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.
Blogs
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.
Blogs
Oct 14, 2025
Imagine being the COO of a global bank, responsible for hundreds, sometimes thousands, of people working on KYC and AML activities across multiple regions. Enormous time and cost are poured into gathering client information, chasing documents, and re‑keying data into multiple systems. Time that should be spent making better risk decisions is instead consumed by managing operational complexity.
Blogs
Sep 17, 2025
In today's dynamic business landscape, the demand for robust Identity Verification (ID&V) processes, closely associated with Know Your Customer (KYC) protocols, has reached unprecedented heights.