Automate and scale banking operations, cost effectively
Simplify processes. Speed up client onboarding with automate verification. Manage client
lifecycles, and boost retention and profits. Say goodbye to complexity. Say hello to a unified,
digital platform designed to optimize your onboarding processes.
Automate and scale
banking operations,
cost effectively
What is CLM Next GEN?
CLM NextGen is our cutting-edge digital platform that revolutionizes the customer onboarding process. Offering pre-built journeys for every crucial step, including onboarding, client identification, due diligence, KYC (Know Your Customer), and fulfillment, it follows a holistic approach to streamline and simplify your banking operations. This component-centric solution empowers you with a plug-and-play build option, ensuring rapid ROI. It makes customer onboarding more efficient and hassle-free than ever before.
In the fast-paced realm of banking operations, complexity can escalate quickly, resulting in additional staffing and higher costs. To tackle this challenge, CLM NextGen offers a streamlined approach to onboarding and dynamic verification, guaranteeing a uniform customer experience.
It oversees banking client lifecycles, promotes client retention, and enhances your bank’s profitability. While a CRM stores client data, a CLM preserves the client relationship itself.
What is CLM Next GEN?
CLM NextGen is our cutting-edge digital platform that revolutionizes the customer onboarding process. Offering pre-built journeys for every crucial step, including onboarding, client identification, due diligence, KYC (Know Your Customer), and fulfillment, it follows a holistic approach to streamline and simplify your banking operations. This component-centric solution empowers you with a plug-and-play build option, ensuring rapid ROI. It makes customer onboarding more efficient and hassle-free than ever before.
In the fast-paced realm of banking operations, complexity can escalate quickly, resulting in additional staffing and higher costs. To tackle this challenge, CLM NextGen offers a streamlined approach to onboarding and dynamic verification, guaranteeing a uniform customer experience.
It oversees banking client lifecycles, promotes client retention, and enhances your bank’s profitability. While a CRM stores client data, a CLM preserves the client relationship itself.
How Does CLM Work?
It is a modular application that integrates selected components into an existing CLM landscape, optimizing financial institution’s operations for efficiency and cost-effectiveness. Key features include:
KYC AUTOMATION
Automation of KYC refreshers and remediations for existing customers.
FATCA ENABLEMENT
Enabling Foreign Account Tax Compliance Act (FATCA), Asset Liability Management (ALM), Common Reporting Standard (CRS), and credit checks for new clients.
FASTER ONBOARDING
Faster onboarding with self-service capabilities for forms and documents.
SMART DATA CAPTURE
Utilizing OCR for smart data capture.
Why CLM Nextgen?
Powered by the robust Pega platform, CLM NextGen helps banks automate and scale up their banking operations and boost efficiency by offering a centralized view of activities across various accounts and countries. It empowers finance companies with a comprehensive and secure system helping acquire more customers and manage KYC requirements in compliance with banking regulations.
Why CLM Nextgen?
Powered by the robust Pega platform, CLM NextGen helps banks automate and scale up their banking operations and boost efficiency by offering a centralized view of activities across various accounts and countries. It empowers finance companies with a comprehensive and secure system helping acquire more customers and manage KYC requirements in compliance with banking regulations.
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Meet Our experts
Mahesh Agrawal
Chief Executive Officer
Gaurav Mathur
Chief Operating Officer
Sidhartha Mohanty
Chief Technology Officer
Sanjeev Singh
Executive Vice President, Technology
Want to bring simplicity to your banking operations?
Discover how CLM NextGen boosts client retention and profitability. Contact us at:
[email protected]
Download your free brochure here
CLM NextGen is one such tool that is an analytical process that helps manage the banking clients’ lifecycles, encourage client retention and boost the banks profitability.
CLM NextGen focuses on a complete chain of client transactions and is designed to generate easily-digestible results. While CRM helps preserve clients’ data, CLM helps preserve the client itself.
Reach out to [email protected] to know more.