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Client Lifecycle Management

Revolutionize your approach to managing client relationships with Complytek’s Client Lifecycle Management solution. Infused with cutting-edge technology, our platform streamlines every step of the client’s journey, from onboarding to Know Your Customer (KYC) reviews, to ongoing maintenance and eventual offboarding.
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Discover a new era of Client Lifecycle Management with Complytek

Our advanced platform combines breakthrough technology and intuitive design, ensuring seamless onboarding, automated KYC processes, and an exceptional customer journey. Explore the advantages of speed, satisfaction, and cost-effectiveness with Complytek’s state-of-the-art solution.
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Embrace the Power of Complytek's CLM Solution

Our platform eases the new client onboarding process with automated collection and verification of information, complemented by an optional white-label Client Onboarding Portal. Ensuring strict adherence to KYC and AML regulations, Complytek also offers precise risk profiling based on clients' attributes, transaction history, and relevant data.

Safeguard your client-related documents with our organized, secure repository. From identification records to agreements, manage all essential documents with ease.

Experience consistent and efficient client handling with our automated CLM process. Minimize manual efforts and potential errors while staying alert with our solution's timely notifications on upcoming client reviews or changes in risk profiles.

Maintain the precision and completeness of client profiles with Complytek's support for periodic reviews and updates of client information.

Bridge the gap between your CLM and CRM platforms with our API-driven data integration, facilitating an uninterrupted flow of client information and activities.

Gain flexibility in categorizing and segmenting clients based on their risk profiles and business relationships with our advanced solution.

Handle the conclusion of client relationships smoothly and in compliance with all regulations, ensuring appropriate management of client data during offboarding.

Stay audit-ready with a comprehensive trail of client activities. Utilize Complytek's reporting capabilities for compliance, internal audits, and data analytics to dive deeper into your client base, enabling informed business decisions.

Why Opt for Complytek's Client Lifecycle Management?

When it comes to navigating the complexities of client lifecycle management with ease and confidence, Complytek is the partner of choice. Experience the Benefits:

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With our CLM solution, speed up your client onboarding by automating data collection and verification processes. Not only does this lead to quicker service provision, but it also ensures a seamless, hassle-free experience, leaving a positive impression on your clients.
Complytek's CLM solution offers a consolidated hub of client data, promoting accuracy and ready accessibility for business and compliance uses. Coupled with our automated workflows, we help you minimize manual efforts, reduce errors, and maintain consistent compliance and operational procedures.
Our platform empowers you to segment clients based on risk profiles, business relationships, and preferences, unlocking the potential for targeted marketing and personalized services. Complementing this, our CLM also ensures a streamlined offboarding process, providing a secure, proper termination of client relationships.
Gain deep insights into client behavior, preferences, and transaction patterns with our CLM, fostering informed decision-making and business growth. Moreover, we boost collaboration across your departments, encouraging a unified approach to client management and service delivery.
Complytek's CLM is meticulously aligned with relevant regulations. We ensure that compliance procedures are adhered to throughout the client lifecycle, bolstering your institution's compliance framework.
CASE STUDIES

Client Success Stories

XMTM CLIENT STORY: AML/KYC

compliance automated solution for risk mitigation

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TFI MARKETS CLIENT STORY:

Holistic client risk evaluation, ensuring risk mitigation

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BAKER TILLY SOUTH-EAST EUROPE CLIENT STORY:

CRM & AML processes in one place

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Other Modules:
Risk Assessment
Transaction Monitoring
Payment Screening
Transaction Fraud
Customer Screening

FAQs

Client Lifecycle Management (CLM) is a systematic, end-to-end approach to managing the entire client journey from initial onboarding through ongoing relationship management to eventual offboarding. It involves steps such as client identification, onboarding, KYC compliance, Anti-Money Laundering (AML) checks, and continuous monitoring. At Complytek, we offer a comprehensive CLM solution that integrates cutting-edge technology for efficient onboarding, KYC compliance, and enhanced customer satisfaction.

Automation transforms CLM by streamlining processes, reducing manual tasks, increasing efficiency, and enhancing accuracy. It enables faster client onboarding, ongoing management, and compliance checks, thereby improving the client experience and reducing operational costs. Complytek's advanced platform leverages automation to deliver a seamless, efficient, and exceptional client experience. Our solution reduces manual efforts and accelerates the delivery of changes.

Know Your Customer (KYC) is a critical part of CLM as it ensures that financial institutions understand the clients they are dealing with and are in compliance with regulatory obligations. It helps identify and verify clients, assess their risk levels, and prevent illegal activities like money laundering or fraud. Complytek’s platform includes an advanced, automated KYC feature with centralized data management to ensure rigorous compliance and effective risk assessment.

Digital transformation modernizes CLM by digitizing manual processes, utilizing data analytics for informed decision-making, and leveraging technology to improve client interactions. It leads to enhanced operational efficiency, improved client experience, and a higher level of compliance. Complytek’s solution digitalizes and automates client onboarding and KYC processes for optimized efficiency and exceptional client experiences.

A well-managed CLM process can significantly enhance customer satisfaction. Streamlined onboarding, efficient KYC checks, personalized client interactions, and faster response times all contribute to an exceptional client experience. Complytek's state-of-the-art CLM solution is designed to deliver an outstanding client experience. With features like rapid onboarding, video identification, and face matching, we aim to delight your clients at every step.
Discover a new era of client lifecycle management with Complytek.
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