Explore
Different ways to explore CLM, its challenges and what may come next.
Client Lifecycle Management can be approached from many directions: through performance, operating models, risk, architecture, technology, practical problems or emerging possibilities.
This section brings together the wider areas of the site for those who want to explore particular questions, methods or ideas in greater depth.
What is New and in Development
Aspects of CLM which I am developing or recently added to this website.
Frameworks & Methods
Structured ways to diagnose, design and improve CLM
Frameworks, models, principles and methods can help organise complexity, make assumptions explicit and provide a stronger basis for design and decision-making.
Questions & Challenges
Using practical questions to uncover the wider issues behind them
Some CLM questions have straightforward answers. Others reveal deeper problems involving operating models, data, controls, governance, technology, risk or performance.
Design the Future
Exploring new approaches as technology and the operating environment change
AI, modern data, new technology and changing external conditions create opportunities not simply to improve existing CLM, but to reconsider how the capability could work.
Perspectives
Ideas, developments and different ways of looking at CLM
Perspectives examines emerging themes, challenges established assumptions and considers developments that may influence decisions being made today.
Enterprise Participation Architecture
Extending the view beyond client relationships
Enterprise Participation Architecture explores the broader ways in which a bank participates in the economic and financial system through clients, counterparties, markets, infrastructure, funding and other relationships.
The Site Will Continue to Evolve
The areas within Explore will continue to develop as new questions, practical experience, technologies and perspectives emerge.
The objective is not to create a fixed body of doctrine, but to provide useful ways to understand, challenge and improve how Financial Institutions manage their participation in an increasingly complex environment.