Client Life Cycle Management: A Digital Makeover or a Total Do-Over?

The client experience gets a lot of hype, but firms must focus on the real challenges affecting their operational efficiency.

London, 31 July 2019 –The onboarding journey for a client has traditionally been siloed across business lines and has been a repetitive and frustrating experience at the institutional level. Digital transformation and the creation of digital client journeys are the flavor of the decade in the financial services sector, but have capital markets firms really changed their ways and addressed the real problems related to client data?

This report examines where the greatest hurdles to efficient client onboarding, life cycle management, and data management lie, and how firms have tackled these items. It is based on Aite Group interviews conducted with market participants representing 18 global capital market firms during Q2 and Q3 2019.

This 37-page Impact Report contains 22 figures and one table. Clients of Aite Group’s Institutional Securities & Investments service can download this report, the corresponding charts, and the Executive Impact Deck.

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