CLM Solutions for Corporate and Investment Banking 2024

This document is a report titled 'CLM Solutions for Corporate and Investment Banking, 2024' by NICE Actimize. It discusses the evolving landscape of client lifestyle management (CLM) solutions in the corporate and investment banking sector, highlighting the challenges faced by financial institutions, such as complex customer workflows and regulatory pressures. The report outlines how vendors are responding to these challenges by enhancing their offerings with integrated functions, including credit, legal, and tax capabilities, to provide a comprehensive view of clients. It details the growing trend of low-code and no-code solutions, which allow for easier configuration and quicker deployment. The report also evaluates NICE Actimize's position as a category leader in the CLM space, emphasizing its advancements in data capabilities and AI integration. Additionally, it describes the methodology used by Chartis Research to assess vendors, focusing on completeness of offering and market potential, and identifies key trends within the corporate and investment banking market that influence CLM strategies.