KYC360 Recognised as CLM Category Leader for Wealth Management

Published on Feb 26, 2026

London, 26 February 2026 - RegTech leader KYC360 (a part of Experian) is proud to be recognised by Chartis as a category leader for Client Lifecycle Management (CLM) Solutions 2026 in Corporate and Investment Banking (CIB) and Wealth Management.  

This recognition reflects KYC360’s continued commitment to helping organisations streamline customer risk management across the full lifecycle, from onboarding and screening through to ongoing monitoring.  

“KYC360 earns its Category Leader placement in the CIB CLM market by aligning entity intelligence, specific policy frameworks and identity-led onboarding into a modular architecture that is well-suited to continuous lifecycle renewal. It has also displayed strong growth and continues to expand in terms of both its technological framework and its ability to deliver to a wide range of clients.”
Nick Vitchev, Senior Research Principal at Chartis
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“In our wealth management CLM quadrant, KYC360’s Category Leader placement reflects its rapid expansion in complex digital onboarding, combining cross-border and jurisdictionally specific compliance logic with configurable workflows. Crucially, KYC360’s approach aligns well with the high-touch, relationship-led operating models that continue to define wealth management onboarding and lifecycle controls.”
Nick Vitchev, Senior Research Principal at Chartis
“We are proud to be recognised for our innovative CLM solution, which enables organisations to manage customer risk effectively across the entire lifecycle. Our platform is designed to help firms move to a more efficient, event-driven model of risk oversight, and tailored to meet the specific needs of Corporate and Investment Banking (CIB) and Wealth Management.”
Stephen Platt, Founder & CEO at KYC360

 

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With the KYC360 Customer Lifecycle Management (CLM) solution, organisations have an always-current source of truth, consolidating documents, data, and risk decisions in one place. Organisations can benefit from continuous monitoring and a live, dynamic view of each customer’s risk profile. This allows them to respond instantly to KYC trigger events such as expired documents, sanctions, or adverse media, and move from static periodic reviews to proactive, event-driven oversight. 

 

About Chartis: 

Chartis Research is the leading provider of research and analysis on the global market for risk technology. Chartis’ goal is to support enterprises as they drive business performance through improved risk management, corporate governance and compliance, and to help clients make informed technology and business decisions by providing in-depth analysis and actionable advice on virtually all aspects of risk technology. 

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About KYC360: 

KYC360 delivers award-winning onboarding, screening, and customer lifecycle solutions to financial institutions and regulated businesses. Designed by compliance professionals for compliance professionals, it empowers customers to meet evolving AML obligations through intelligent, efficient, and auditable workflows. KYC360 is a part of Experian, a global data and technology company, powering opportunities for people and businesses around the world. 

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