Client Lifecycle Management

Client Lifecycle Management

Client Lifecycle Management (CLM) transforms how financial institutions manage clients all the way through the client lifecycle. Genpact's CLM offering is optimized for the customer experience for financial institutions to digitally transform the end-to-end client onboarding journey, enhance operational efficiency and future-proof regulatory compliance.

The CLM offering is an end-to-end managed service, encompassing world-class FCRM advisory, intelligent operations, all powered by our next generation Financial Crime technology, riskCanvas.

Leveraging Next Generation Technology with riskCanvas

Accelerating our CLM offering, Genpact leverages, riskCanvas, our next generation financial crime technology platform to revolutionize and transform a future state model. This technology allows our subject matter experts to quickly configure new workflows tailored to our client's needs, while injecting automation throughout the process to create a more efficient client lifecycle and a positive customer experience.

  • FCRM Advisory

    Our expert team of subject matter experts, consultants, data scientists, and technologist can provide a strategic outside view of the industry best practices, regulatory direction, and technology roadmaps to help your institution become a leader in fighting financial crime.

  • Intelligent Operations

    Ranked as a “leader” and “star performer” by Everest Group Peak Matrix for Financial Crime Operations Services, we have over 2000+ financial crime professionals servicing 40+ customers globally. We provide onshore and offshore dedicated resources to help manage your financial crime operation needs.

  • Technology Application

    Genpact’s next generation financial crime technology tool riskCanvas has been integrated with most CLM systems to revolutionize and transform the onboarding approach. This will result in cost reduction, improved productivity, process automation and enhanced regulatory compliance

Client Lifecycle Management Benefits

End-to-end Process Design and Automation

Simplified pricing

Optimized for the customer experience

How we helped

CLMaas for Institutional Banking:
A global institution headquartered in Sydney Australia, Genpact provides CLMaaS for their global institutional KYC portfolio.  Genpact helped to design the operating model, processes, and technical requirements for the Fenergo + riskCanvas implementation.  Genpact operates the CLMaaS managed service providing customer onboarding, product fulfillment, classifications, offboarding, maintenance, and remediation services.​

The Challenge

This institution was required to create a new global standard for KYC/CDD and then apply this new standard across current customers and all new customers.


Genpact provided end to end support of this initiative including: Advisory Support Technology Support Operations Support

The Impact

Genpact helped our client to achieve: Global compliance to the new KYC standard Improved customer experience with faster customer onboarding Efficiency / Cost reduction over >50% underwritten by Genpact