Client Lifecycle Management

Fenergo, the leading provider of digital Client Lifecycle Management (CLM) software solutions for financial institutions, revealed that 20% of C-suite executives in banks say that the maturity of their technology infrastructures is preventing them from investing in new, disruptive technologies including big data analytics and Artificial Intelligence (AI) to improve CLM. 67% are not currently partnered with a fintech/regtech provider to improve operational efficiencies and just 40% of respondents have integrated with an…

The Partnership Allows Bringing Key Information Provided by the Manzama Intelligence Platform Directly into Their Oneplace CRM Environment  Manzama and OnePlace announced a partnership which will allow for seamless integration of Manzama data and insights into OnePlace’s Client Lifecycle Management solution for Professional Services firms. The integration allows organizations to bring in key information provided by the Manzama Intelligence Platform directly into their OnePlace CRM environment for better access and…