Review your CLM operations and tech stack to spot bottlenecks, duplication and compliance friction. Get a clear view of the quick wins and big moves that can shift the needle.
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Operating Model Design
Stop operating in silos and start moving as one
We align front office, compliance, risk, operations and technology around a single CLM model – with clear accountability, clean handoffs and shared data definitions.
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Technology and Data Readiness
Get your data, systems and workflows ready to activate clients faster
Eliminate data gaps, simplify documentation and modernise your CLM architecture so automation delivers real speed and scale.
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Solution Selection
Tech-agnostic. Fit-for-purpose.
Our global view of CLM, KYC and data platforms helps you select solutions that fit your operating model - not force change around the technology.
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Technology Implementation
Bring your CLM vision to life – without disruption
We support end‑to‑end delivery across design, build, testing, governance and change to implement AI-enabled CLM transformation, pKYC (Perpetual KYC) and agentic workflow automation.
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Managed Services
Scale more with less
Our end-to-end CLM and KYC managed services blend digital workflows, automation and specialist talent to deliver high-quality output at pace – from Day 1.
Case study: Reduce drag due to compliance
Reduced documentation burden by 58%
The challenge: A Tier 1 US investment bank was held back by complex legacy documentation which blocked the logical structuring required for dynamic automated onboarding.
What we did: We simplified and modularised its account opening documentation, removing duplication and enabling digitally driven workflows.
Outcome: 58% fewer pages, faster onboarding, and a cleaner foundation for straight-through processing (STP).
Case study: Make speed your advantage
>85% cut in inbound calls, with a 99% QA pass rate
The challenge: A leading global bank faced high manual workload, long cycle times and large operational teams.
What we did: We transformed their customer due diligence (CDD) workflow into a digitised, automated model – integrating API-driven reviews, dynamic portals, and smart screening.
Outcome:
Significant call-volume reduction, industry-leading QA scores, higher throughput, and a leaner operating model.
The challenge: A leading global investment bank struggled with fragmentation across its client lifecycle. Onboarding timelines and data quality were inconsistent across different regions, teams and systems.
What we did: We redesigned their CLM Target Operating model, aligning roles, workflows, decision rights and tooling architecture into one coordinated global model.
Outcome:
Clearer accountability, smoother handoffs, and a CLM model built for scale across regions.
The challenge: A leading global bank faced complex, fragmented CLM processes, dispersed data and heavy manual effort, limiting efficiency and end-to-end visibility.
What we did:
We redesigned their CLM operating model, combining AI-powered workflows, automation, client intelligence and embedded controls to create a scalable foundation for transformation.
Outcome:
An agentic target operating model and roadmap that enabled the client to prioritise investment, accelerate transformation, and scale AI adoption across the enterprise.
Case study: Reduce drag due to compliance
Case study: Make speed your advantage
Case study: Move and win as one team
Case study: Scale AI adoption with confidence
Learn how we can build your Client Lifecycle Management for speed through our brochure
Discover how partnerships, AI and digital ecosystems are transforming banking, enhancing customer experience and driving innovation. Read the KPMG analysis.
