Accelerate Your Client Lifecycle from End to End with CLM Pro
Streamline your client lifecycle from contact initiation to account closure-without replacing your existing processes and systems.
For custodians, banks, investment managers and corporates, CLM Pro is transforming the possibilities.
CLM Pro is a lightweight, highly configurable, end-to-end solution that makes the entire lifecycle management process efficient, transparent, and easier to navigate for everyone involved-from contract initiation through to account closure.
- Seamless integration with internal systems and third-party platforms
- Fully customizable workflows, policies and communication preferences
- Cross-organizational clarity and maximum visibility for all parties
Built on a low-code and no-code platform, CLM Pro lets you build your ideal workflow with drag-and-drop ease, so you can deploy a best-in-class client experience in weeks, not years.
For more information, visit spglobal.com/CLMPro
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