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Re-envisioning Client Lifecycle Management
The financial services industry faces an urgent need to
modernize and future-proof its systems and processes. Amid
increasingly complex transactions, regulatory requirements, and tax
regimes, service providers are facing greater transaction volumes;
between 2021 and 2022 alone, global daily trading volume rose by
approximately 20% year over year.
With the advent of a T+1 settlement cycle, providers are not only
managing a higher volume of transactions but are facing the
expectation from industry bodies that they should process these
transactions faster than ever before.
The whitepaper explores:
- The future of client lifecycle management
- Challenges and tools
- Industry growth
- The importance of the client lifecycle
- Paths to digital transformation
- Technology evaluation criteria
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