The benchmark measures the performance of the Client Lifecycle Management (CLM) functions in a business context along three dimensions – intensity analysis, operational excellence and sourcing strategy.
Who is it for?
- Heads of Strategy, Client Lifecycle Management, Onboarding
- Annual report
- Competitive positioning analysis against a research group of Investment Banks
Why do it?
The program provides the ability to understand the cost of firms’ onboarding function, which will in turn help inform the business case to outsource parts of the client management lifecycle, as industry utilities emerge.