The Definitive Guide to Customer Lifecycle Management (CLM)

How Event-Driven Oversight is Replacing Inefficient KYC Reviews

For many firms, ongoing KYC means periodic review backlogs, manual spreadsheet-based tracking, fragmented outreach, and repeated data requests across teams. That model is expensive, inconsistent, and difficult to defend under increasing expectations for continuous, risk-based due diligence.

Learn how teams can manage ongoing due diligence more efficiently, reduce operational strain, and maintain a clear, audit-ready view of customer risk across the full customer lifecycle. In this guide, you can see how Customer Lifecycle Management (CLM) brings those moving parts into a single, structured approach, shifting teams from static, inefficient reviews to dynamic, event-led workflows that respond to real changes in customer risk.

Discover:

  • The common drivers of backlogs, rework, and customer frustration
  • How event-driven review works in practice, including typical triggers
  • The core capabilities of an effective CLM programme
  • Best practices for implementing CLM across business units and jurisdictions
  • How KYC360 CLM supports event-driven oversight across the full lifecycle.

 

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