
What is the Top CLM Software? Learn How to Choose Yours
For financial institutions, Client Lifecycle Management software is only as powerful as the features behind it, so we've broken down exactly what to look for, and what ROI to expect.
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For financial institutions, Client Lifecycle Management software is only as powerful as the features behind it, so we've broken down exactly what to look for, and what ROI to expect.
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In financial services, a misconception still exists that CLM software is simply for storing client records. Wrong, that’s CRM.
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Winning a new client is only the beginning; the real opportunity lies in keeping them. Client relationships don't begin and end with a single transaction. They start at the moment of discovery and continue through every interaction as a long-term, mutually valuable relationship is built.
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Shawbrook Bank is a UK-based specialist lending and savings bank focused on serving SME customers with bespoke commercial lending solutions.
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Every vendor demo now features "AI-powered" automation, but your exception queues haven't shrunk.
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We recently partnered with Celent to identify common challenges in commercial banking onboarding. The numbers reveal a stark reality: the average commercial onboarding process takes 49 days, with document collection causing 79% of abandonment cases and 31% of operations remaining manual.
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Recently, nCino had the opportunity to hear from industry leaders across the Nordic region—from established giants to innovative challengers.
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This analysis is based on Celent's Global Commercial Banking Onboarding Survey 2025, surveying 409 banking professionals across North America, EMEA, and Asia-Pacific, representing financial institutions ranging from $10 billion to $500 billion+ in assets.
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Commercial banking leaders face a stark reality: onboarding is expensive, time-consuming, and increasingly critical to competitive success. The question is no longer whether to modernize onboarding—it's whether you'll lead the transformation or be left behind.
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