Chartis Beyond Onboarding:
How Modern Customer Lifecycle Management Solutions Can Boost Productivity and Deliver Cost Savings
Most financial institutions recognize the cost savings customer lifecycle management (CLM) solutions can bring to their organizations. Lately, though, there has been a clear shift in focus toward other benefits, namely:
- A frictionless customer onboarding experience
- Improved productivity
This whitepaper by analyst group Chartis explores the key drivers behind these trends, examines how today’s CLM solutions can help financial institutions deliver efficiencies across business lines, and identifies the features to look for when selecting a holistic CLM solution.
