Turn your client lifecycle management into a competitive edge with experts in CLM transformation for banking and financial services. Supercharge your efficiency and flexibility while maintaining regulatory compliance with our vendor-agnostic, end-to-end services.
Bring your customers to the forefront of client lifecycle management. Boost customer satisfaction and retention with seamless omnichannel journeys that also meet regulatory and operational requirements.
Maintain a fine balance between meeting your customers’ expectations and keeping your internal regulatory framework robust. Ensure your CLM compliance measures remain efficient without adding friction for prospective and existing customers.
Maximize your organization’s operational efficiency to make the most out of your technology and quickly adapt your product to customer expectations. Ensure you allocate your resources in the most efficient way possible front-to-back, across the board.
Harmonize your client lifecycle management banking processes and policies across all jurisdictions, markets and brands. Optimize processes for digital transformation and measure performance before, during and after it.
Transform disparate applications into a fully integrated digital ecosystem powering omnichannel customer experiences and streamlining operations. Let experts design and implement the right system for your needs, leveraging vendor or ad hoc development in the process.
Turn customer data into your most valuable asset with a consolidated data architecture. Power your internal processes and systems with account and customer data and actionable insights derived from it, reducing the need for reconciliations as a result.
Migrate valuable and sensitive data promptly and securely with Zoreza global’s end-to-end support. Ensure data flows between legacy and target, internal and external systems from data cleanup and mapping to automated data transfer.
Make your journey to the cloud as smooth and efficient as possible with Zoreza global’s advisory, cloud readiness assessment and cloud migration services. Minimize your total cost of ownership, maximize your return on investment and ensure delivery at scale.
At Zoreza global, we have the expertise and experience it takes to design or perfect customer lifecycle management in financial services. As a time-tested, certified Fenergo, Napier and Mulesoft partner, we can implement, migrate or refine your chosen CLM solution – or build a custom one for your bank or financial organization.
We’re here for you throughout the full software development life cycle, from design to deployment. Our expertise is also at your disposal on a consulting basis, whether you need a CLM health check or advice on solution design.
200+
CLM transformation specialists
100%
SDLC coverage
360-degree
ecosystem and industry benchmark view
Consolidated customer data and documentation allow for streamlining regulatory compliance and risk management. It can power rule-based customer classification, help identify regulatory requirements to comply with and report on, automate screening and alerts and ensure multi-jurisdictional policy consistency.
A 360-degree view of every customer maximizes the efficiency of every cross-selling and upselling effort and allows for microtargeting marketing campaigns. Machine learning algorithms can help identify new business opportunities by analyzing swaths of customer data.
CLM transformation can aim to streamline processes across multiple jurisdictions, minimize the need for manual document review and power enterprise-scale process automation. It can also facilitate data exchange between entities and automate false-positive alerts.
Refining customer journeys can mean reducing information requests, automating progress visibility and providing a variety of digital touchpoints (e.g., self-service portals). Data analysis also helps identify the products and services that deliver maximum value for every customer.
Here are the four ways streamlined, customer-centric client lifecycle management can help organizations improve customer retention rates and net promoter scores:
At Zoreza global, we identified the following eight key areas that lay the foundation for a successful CLM transformation:
Zoreza global offers the full range of services that organizations may need to refine client lifecycle management in financial services:
