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CLMi

The SaaS CLM tool that advisors are inspired to use, every day

Are your advisors sitting firmly in the driving seat, steering client relationships and achieving winning outcomes in the shortest time possible? Are they in full control of the journey they travel with your clients – through initial engagement and sales to onboarding and beyond?

To accelerate client acquisition and grow AuM, wealth managers need a fresh approach. Your advisors need a simple-to-use, out-of-the-box client lifecycle management (CLM) platform that is deployed with ease in the cloud. They want intelligent automation that leverages data to drive decision making. They need tailored feeds that help prioritise actions and they need a single client view at the push of a button. If this sounds familiar, CLMi was designed for you.

CLMi - KEY FEATURES

Put your advisors in pole position to make every client journey a roaring success

AGILE TECHNOLOGY

Secure, out-of-the-box SaaS that is quick to implement, highly scalable and flexibly priced

HIGHLY CONNECTED

Pre-existing integrations that supercharge your CLM with best-in-class solutions, via seamless APIs

FULL CLIENT LIFECYCLE

A single sign-in, holistic view spanning client engagement, onboarding and management

DIGITAL AND MOBILE FIRST

Ultimate flexibility to conduct business at home, on-the-go or in person with clients

INTELLIGENT AUTOMATION

A rules-based business process engine with automated, best practice workflows

PROACTIVE COMPLIANCE

A regulatory rules engine with automated alerts to prioritise execution

SOPHISTICATED SIMPLICITY

Actionable insights automatically generated from a vast array of complex client data

HOW WILL CLMi HELP YOU?

How can CLMi help you

Our cloud-based CLMi platform ensures you are always using the latest available technology and have the latest release, with no costly upgrades that take time to deploy. You can scale users and functionality as business needs change, for ultimate flexibility.

With no complex integrations, minimal training and significantly less ongoing administration your advisors will be up and running quickly and have more time to spend on revenue-generating work. By driving down costs your cost-to-income ratio is fully optimised.

Completing work on time and honouring commitments is fundamental to client satisfaction. CLMi’s intelligent workflows and automated alerts help prioritise daily tasks. You will never miss an action, processes are shortened and duplication is eliminated. And with CLMi tracking the status of every client’s account, in real time, you can address client issues as soon as they arise.

THE CLMi ECOSYSTEM

CLMi is the only client servicing platform you will ever need. With built-in integrations providing a seamless gateway to all of the best-in-class technology systems required for key activities throughout the client journey, including KYC and AML screening, behavioural risk profiling, client portals and e-signatures, CLMi acts as a client data and service hub for the entire business.

Client, account and compliance data is captured once, re-used and readily accessed from just one CLMi dashboard, regardless of stage in the client lifecycle.

Your advisors will want to use CLMi because it eliminates the need to log into dozens of different systems to piece together a single client view, or to access each item of information required to issue a proposal, or respond to a request. Other teams across the business – operations, IT, compliance, sales and marketing – can view the same information, presented via role-based dashboards that are specific to their requirements.

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An end-to-end Client Lifecycle Management solution

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