Target Operating Models That Work: From Vision to Value

Unlock the Full Potential of Client Lifecycle Management

Discover how to transform your Client Lifecycle Management (CLM) strategy with a Target Operating Model (TOM) that delivers real business value.

In today’s fast-evolving financial landscape, a well-designed TOM is more than a framework—it’s the strategic engine that powers regulatory compliance, operational efficiency, and exceptional client experiences. Yet, many financial institutions (FIs) struggle to realize the full potential of their TOM initiatives due to fragmented processes, siloed data, and lack of cross-functional alignment.

In this exclusive whitepaper, Fenergo and PwC combine deep industry expertise to present a practical, phased approach to building TOMs that work—from vision to value.

What You’ll Learn:

• Why TOMs fail—and how to avoid common pitfalls such as misaligned goals, poor data governance, and short-sighted tech implementations.
• How to design a TOM that integrates people, processes, data, and technology to support scalable, regulator-ready CLM operations.
•  The importance of clean, connected data as the foundation for automation, compliance, and client satisfaction.
• A phased transformation roadmap that delivers measurable business value at every stage—from foundational onboarding to enterprise-wide scalability.
• Real-world insights from PwC and Fenergo experts on aligning stakeholders, embedding governance, and maintaining agility in a shifting regulatory environment.

Whether you're just beginning your transformation journey or looking to optimize an existing model, this whitepaper offers actionable strategies to help you build a TOM that drives resilience, trust, and growth.

Why do Target Operating Models Matter?

With increasing regulatory scrutiny and rising client expectations, standing still is not an option. Institutions that treat TOM as a strategic capability—not just a tech refresh—will be best positioned to lead in compliance, client experience, and operational excellence.

Download the whitepaper now and start building a TOM that turns ambition into impact.

The on-demand webinar discussion with PwC and Fenergo on TOM is also available to watch.