Client Lifecycle Management Pro
Client Lifecycle Management Pro is a lightweight, highly configurable, end-to-end solution. From contract initiation through to account closure, CLM Pro makes the entire lifecycle management process efficient, transparent, and easier to navigate for everyone involved.
With seamless integration – and fast implementation in a matter of weeks – CLM Pro delivers the essential infrastructure and workflow innovation to cycle through every event. It’s all systems go from onboarding, with rapid account opening and all activity tracked for maximum visibility for all parties – both on and off platform.
And with workflows, policies, users and communication preferences being fully customizable, CLM Pro automates entity data collection and completes key regulatory, legal, KYC and tax requirements.
Access Our Podcasts
S&P Global Market Intelligence and Validatis, have joined forces in a collaborative podcast series that addresses the trends and challenges within the financial services industry given ever-increasing regulatory requirements. The podcasts provide insight into the importance of effective client lifecycle management programs to streamline KYC and onboarding efficiency, and how to scale opportunities with Managed Services to remain regulatory compliant.
Data Insights: Enhancing regulatory compliance and client lifecycle management
Technology & Automation Insights: Elevating KYC and onboarding efficiency
Managed Services Insights: The client lifecycle management solution
Clarify and Simplify
We have purposefully brought together a suite of applications powered by S&P critical industry datasets, our global and far-reaching network and a fully synchronized platform to enhance cross-organizational transparency, efficiency and customer experience.
Integrate Seamlessly
Seamlessly integrate with existing internal systems and third-party platforms via a universal set of open APIs.
Gain Cross-Organizational Clarity
Easily interact and track workflow activity with maximum visibility of progress for all parties across your organization and your clients.
Simplify Account Management
Continuously monitor for change, collect additional information and communicate requirements effectively, via our intuitive client portal.
Key Capabilities
CLM Pro streamlines the entire lifecycle from onboarding to monitoring to document management to client communications via an intuitive client portal.
And when the time comes, offboard clients using golden records with the assurance that all parties and all systems will be notified and updated.
Configure
Customize workflows, policies, team structures, user roles, and communication preferences.
Maintain
Continuously monitor risk, material events, and updates and set periodic and triggered reviews.
Onboard
Automate entity data collection, regulatory compliance, KYC checks, and more.
Offboard
Use a golden-sourced data record and automated workflows to offboard clients and notify all parties and systems.
Interact
Communicate requirements and collect information via an intuitive client portal.
Integrate
Integrate with related workflows such as compliance, risk, analytics, ESG, and more.
The CLM Pro Difference
Built by top industry experts, CLM Pro outperforms conventional client lifecycle management solutions by leveraging advanced data capabilities, robust data sets, and an API-first approach.
Rapid Implementation
Launch in a fraction of the time with a mature, proven SaaS solution that digitizes and automates the workflow across the entire lifecycle.
Seamless Integration
APIs connect to existing platforms, drive existing workflows, and integrate data from trusted sources for real-time access to critical information and alerts.
Limitless Customization
CLMx adapts to your systems, workflows, policies, team structures, and communication preferences with no code changes required.
World-Leading Data
Enrich the workflow with industry, investor, ESG, registry, public, GLEIF, and loan settlement data from one of the world's largest intelligence providers.
Built on a robust S&P Global ecosystem
CLM Pro is built on trusted S&P Global technology platforms used by market participants worldwide.
Counterparty Manager
Engage with your counterparties, exchange and track entity and onboarding information securely, and address your regulatory compliance requirements.
Onboarding Accelerator
Automated and customizable end-to-end onboarding solution for brokers, custodians, corporates, fund admins, managers and service providers
ISDA Amend
Enables market participants to make regulatory elections, declarations and securely permission information to their trading counterparties
KYC Profiles
Access a library of 50,000+ validated, industry-standard entity KYC profiles with supporting documentation that includes beneficial owner drilldown.
Services for Regulatory & Compliance Solutions
Scale operations flexibly, enhance revenue enablement, and manage financial and reputational risk
RFA + ISDA Create
ISDA Create is an online platform for drafting, negotiating, and executing
Tax Solutions
Delivering comprehensive outsourcing and technology solutions to scale and streamline tax compliance processes
Industry-leading integrations
Integrate data and point solutions from a partner network that includes Fxall, ISDA Create, Symphony, Salesforce, PwC, Refinitiv, DocuSign, SmartDX, FIA Tech, LIKEZERO, Dow Jones, and more.
Trusted by the financial markets
21,000+
Active users
350,000+
Entities
1,000,000+
Documents Managed
Research & Analysis
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We're proud of our recent awards!
- Global Data Provider of the Year, 2024
- Best Outsourcing Provider, 2024
- Best AI-Based Solution for Data Discovery, 2024
- Credit Risk Management Solution of the Year, 2024
And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.
If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro(opens in a new tab) or S&P Capital IQ(opens in a new tab)