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Client lifecycle management
Broadcast on 30 July, 2022 Digital transformation in finance - banking

Client lifecycle management

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Introduction
Key content

In the context of laws and regulations focusing on social protection, customers, investors and banks themselves, the client lifecycle management model in the financial industry has been increasingly needed to be taken care of and perfected to meet the constantly changing needs of customers, ensure the security of customers and financial institutions, as well as ensure the law compliance.

By separating the client lifecycle management model into key components, financial institutions can identify the types of solutions that enable better control, risk reduction, and service enhancement.

Content sessions
1. Legal environment - Risk & Risk control
2. Overview of Client Lifecycle Management
3. Necessary IT processes and systems requirements
4. Foundation of processes: Data management
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