Scaling Enterprise Growth Through Cloud-Based Client Lifecycle Management

For large financial institutions, Client Lifecycle Management (CLM) has long been treated as a regulatory necessity. Important, but rarely transformative. This case study tells a different story.

Discover how one of the largest full-service banks in North America, headquartered in Canada and operating across asset management and capital markets, reimagined CLM as a commercial accelerator rather than a compliance obligation. Faced with rising client expectations, increasing regulatory pressure, and the need to scale efficiently across business lines, the organization set out to modernize how it onboarded, reviewed, and served clients enterprise-wide.

The organization was already recognized as a market leader in wealth management, insurance, and capital markets. But leadership saw an opportunity to go further. Fragmented onboarding processes, disconnected systems, and legacy infrastructure were slowing time-to-revenue and creating friction for both clients and internal teams. The question was no longer whether to modernize, but how to do so at scale without compromising regulatory rigor.

This case study explores how the financial institution aligned multiple lines of business around a single, cloud-based approach to Client Lifecycle Management. By moving away from siloed solutions and homegrown tools, the institution created a consistent, digital-first client experience while strengthening data integrity and operational agility across the enterprise.

This case study highlights how a unified CLM strategy helped the financial institution accelerate onboarding, improve responsiveness to regulatory events, and support high-value client relationships across complex product sets. It also examines why senior leadership backed the initiative - and how early success in capital markets helped build momentum for broader transformation.

The results were measurable, fast, and enterprise-wide. CLM evolved from a background function into a strategic capability that supported growth, improved client engagement, and reinforced the financial institution’s competitive position in a demanding North American market.

Download the full case study to learn how a Canadian financial services leader used cloud-based CLM to scale smarter, move faster, and compete more effectively by not treating compliance as a trade-off.

Move beyond compliance. See what modern CLM makes possible.