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Aite Impact Matrix: Client Life Cycle Management Vendor Review: All on Board in Capital Markets?

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Buy-side, sell-side, and market utility firms continue to struggle with too many disconnected systems and processes that operate complex high-risk businesses.

Decades of under investment in technology has exposed ongoing inefficiencies that are now being addressed to enable capital markets firms to maintain the trust of their clients through:

  • Improved data controls to meet the increasing global data privacy requirements
  • Reduced data silos, through a centralized technology solution
  • Rapid client onboarding for improved customer experience

Download Aite’s Client Life Cycle Management Vendor Review, compliments of Appian, and learn how the right technology partnership can simplify the full life cycle of capital markets clients, from onboarding to offboarding.