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ACCELERATE YOUR CLIENT
LIFECYCLE MANAGEMENT PROCESS

* 
* 
* 
* 
* 
Learn more about Accelerate Your Client Lifecycle Management Process
Get in Touch
Call Sales
+1 844 301 7334
Call Sales +1 844 301 7334

Get in Touch +1 844 301 7334
* 
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Download product information

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RAPIDLY IMPLEMENT OUR HIGHLY CONFIGURABLE SOLUTION THAT DELIVERS
CROSS-ORGANIZATIONAL CLARITY, COMPLIANCE AND OPERATIONAL EASE AND EFFICIENCY.



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.

CLM Pro in action



Chartis Risk - Vendor Analysis Report Enter your details to access the full
report.
LEARN MORE
Read the whitepaper What does the future of client lifecycle management hold?
Read this whitepaper to find out.
DOWNLOAD WHITEPAPER
Watch the webinar Are you ready to comply with the Corporate Transparency act?
WATCH THE ON-DEMAND WEBINAR

00:04

01:35









 



ACCELERATE YOUR CLIENT LIFECYCLE MANAGEMENT PROCESS

WATCH THE VIDEO
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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.

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DATA INSIGHTS: ENHANCING REGULATORY COMPLIANCE AND CLIENT LIFECYCLE MANAGEMENT

ACCESS PODCAST


TECHNOLOGY & AUTOMATION INSIGHTS: ELEVATING KYC AND ONBOARDING EFFICIENCY

ACCESS PODCAST


MANAGED SERVICES INSIGHTS: THE CLIENT LIFECYCLE MANAGEMENT SOLUTION

ACCESS PODCAST

--------------------------------------------------------------------------------






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.





--------------------------------------------------------------------------------




Create your best-in-class client lifecycle
TALK TO US TO GET STARTED.

--------------------------------------------------------------------------------






BUILT ON A ROBUST S&P GLOBAL ECOSYSTEM

CLM Pro is built on trusted S&P Global technology platforms used by market
participants worldwide.

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COUNTERPARTY MANAGER

Engage with your counterparties, exchange and track entity and onboarding
information securely, and address your regulatory compliance requirements.
Learn More


ONBOARDING ACCELERATOR

Automated and customizable end-to-end onboarding solution for brokers,
custodians, corporates, fund admins, managers and service providers
LEARN MORE


ISDA AMEND

Enables market participants to make regulatory elections, declarations and
securely permission information to their trading counterparties
Learn More


KYC PROFILES

Access a library of 50,000+ validated, industry-standard entity KYC profiles
with supporting documentation that includes beneficial owner drilldown.
Learn More


MANAGED SERVICES FOR NETWORK AND REGULATORY SOLUTIONS

Scale operations flexibly, enhance revenue enablement, and manage financial and
reputational risk
LEARN MORE


RFA + ISDA CREATE

ISDA Create is an online platform for drafting, negotiating, and executing
LEARN MORE


TAX SOLUTIONS

Delivering comprehensive outsourcing and technology solutions to scale and
streamline tax compliance processes
LEARN MORE

--------------------------------------------------------------------------------






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





--------------------------------------------------------------------------------






EXPERTS

BRITTANY GARLAND

Executive Director, Platforms & Regulatory Compliance, S&P Global Market
Intelligence

DOUGIE MCCLUMPHA

Associate Director, Regulatory & Compliance Solutions, S&P Global Market
Intelligence


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