Enriching the Journey Ahead with Exceptional Customer Lifecycle Management

In the prequel, we saw how financial institutions can initiate a streamlined CDD-led customer onboarding experience. Let us now see what it takes to manage what lies ahead. By thinking more strategically about the customer lifecycle journey – from targeting to acquisition to servicing and developing – and making smarter use of advanced data, analytics and with help from technology, financial institutions can diligently improve customer experience and reduce attrition.