Client Lifecycle Management (CLM)
Transforming client journeys while strengthening compliance and control
Effective Client Lifecycle Management (CLM) sits at the heart of a compliant, scalable, and customer-centric financial institution. At Lysis Group, we help firms design and implement CLM frameworks that balance operational efficiency, regulatory obligations, and business growth.
We work with clients across all stages of the lifecycle—from onboarding to ongoing due diligence and offboarding—to ensure that every element is aligned, robust, and built to evolve.
End-to-End CLM Advisory
Our CLM consulting services are designed to deliver real, measurable improvements. We work with firms to define a future-ready Target Operating Model (TOM), select and implement the right systems and data sources, and improve the efficiency of CLM processes across the board.
We recognise that the effectiveness of a firm’s CLM process is not just measured by compliance outcomes, but also by client satisfaction and profitability. That’s why our approach integrates financial crime control with customer experience and commercial insight.
What We Offer
Our CLM expertise includes:
• Target Operating Model (TOM) definition and design
• Selection and integration of systems and data providers
• Workflow and process mapping across jurisdictions
• KYC, CDD, and enhanced due diligence design and implementation
• Regulatory and policy alignment (FCA, CBoI, MAS, etc.)
• Process optimisation and efficiency reviews
• Cross-functional alignment between compliance, operations, and front office
A Focus on Financial Crime Controls
Lysis has deep experience in compiling, reviewing, and optimising financial crime controls across the entire CLM chain. From the moment a client is onboarded, through periodic reviews and trigger events, we ensure that appropriate checks, documentation, and governance are embedded.
Our aim is to create a CLM framework that is not only compliant, but also resilient, scalable, and capable of supporting growth across markets and client types.
Built for Outcomes
By taking a holistic view of the client lifecycle, we help firms achieve a CLM model that:
• Encourages client retention
• Improves customer experience
• Enhances regulatory compliance
• Reduces cost-to-serve
• Maximises profitability
CLM is more than onboarding—it’s a continuous journey. Lysis ensures your framework is efficient, compliant, and ready for tomorrow.
Client Lifecycle Management (CLM)
Transforming client journeys while strengthening compliance and control
Effective Client Lifecycle Management (CLM) sits at the heart of a compliant, scalable, and customer-centric financial institution. At Lysis Group, we help firms design and implement CLM frameworks that balance operational efficiency, regulatory obligations, and business growth.
We work with clients across all stages of the lifecycle—from onboarding to ongoing due diligence and offboarding—to ensure that every element is aligned, robust, and built to evolve.
End-to-End CLM Advisory
Our CLM consulting services are designed to deliver real, measurable improvements. We work with firms to define a future-ready Target Operating Model (TOM), select and implement the right systems and data sources, and improve the efficiency of CLM processes across the board.
We recognise that the effectiveness of a firm’s CLM process is not just measured by compliance outcomes, but also by client satisfaction and profitability. That’s why our approach integrates financial crime control with customer experience and commercial insight.
What We Offer
Our CLM expertise includes:
• Target Operating Model (TOM) definition and design
• Selection and integration of systems and data providers
• Workflow and process mapping across jurisdictions
• KYC, CDD, and enhanced due diligence design and implementation
• Regulatory and policy alignment (FCA, CBoI, MAS, etc.)
• Process optimisation and efficiency reviews
• Cross-functional alignment between compliance, operations, and front office
A Focus on Financial Crime Controls
Lysis has deep experience in compiling, reviewing, and optimising financial crime controls across the entire CLM chain. From the moment a client is onboarded, through periodic reviews and trigger events, we ensure that appropriate checks, documentation, and governance are embedded.
Our aim is to create a CLM framework that is not only compliant, but also resilient, scalable, and capable of supporting growth across markets and client types.
Built for Outcomes
By taking a holistic view of the client lifecycle, we help firms achieve a CLM model that:
• Encourages client retention
• Improves customer experience
• Enhances regulatory compliance
• Reduces cost-to-serve
• Maximises profitability
CLM is more than onboarding—it’s a continuous journey. Lysis ensures your framework is efficient, compliant, and ready for tomorrow.
Client Lifecycle Management (CLM)
Transforming client journeys while strengthening compliance and control
Effective Client Lifecycle Management (CLM) sits at the heart of a compliant, scalable, and customer-centric financial institution. At Lysis Group, we help firms design and implement CLM frameworks that balance operational efficiency, regulatory obligations, and business growth.
We work with clients across all stages of the lifecycle—from onboarding to ongoing due diligence and offboarding—to ensure that every element is aligned, robust, and built to evolve.
End-to-End CLM Advisory
Our CLM consulting services are designed to deliver real, measurable improvements. We work with firms to define a future-ready Target Operating Model (TOM), select and implement the right systems and data sources, and improve the efficiency of CLM processes across the board.
We recognise that the effectiveness of a firm’s CLM process is not just measured by compliance outcomes, but also by client satisfaction and profitability. That’s why our approach integrates financial crime control with customer experience and commercial insight.
What We Offer
Our CLM expertise includes:
• Target Operating Model (TOM) definition and design
• Selection and integration of systems and data providers
• Workflow and process mapping across jurisdictions
• KYC, CDD, and enhanced due diligence design and implementation
• Regulatory and policy alignment (FCA, CBoI, MAS, etc.)
• Process optimisation and efficiency reviews
• Cross-functional alignment between compliance, operations, and front office
A Focus on Financial Crime Controls
Lysis has deep experience in compiling, reviewing, and optimising financial crime controls across the entire CLM chain. From the moment a client is onboarded, through periodic reviews and trigger events, we ensure that appropriate checks, documentation, and governance are embedded.
Our aim is to create a CLM framework that is not only compliant, but also resilient, scalable, and capable of supporting growth across markets and client types.
Built for Outcomes
By taking a holistic view of the client lifecycle, we help firms achieve a CLM model that:
• Encourages client retention
• Improves customer experience
• Enhances regulatory compliance
• Reduces cost-to-serve
• Maximises profitability
CLM is more than onboarding—it’s a continuous journey. Lysis ensures your framework is efficient, compliant, and ready for tomorrow.
