E-CLM - Entity Client Lifecycle Management

Definition
Entity Client Lifecycle Management (E-CLM) is the capability that governs how a bank creates, maintains, and retires client entities across their lifecycle. It ensures a single, high-quality source of entity data that underpins onboarding, KYC, tax, regulatory classification, and offboarding processes.

Context
E-CLM integrates client data, workflow, and control services so that all client-related activities operate from a common, validated entity record. It establishes the foundation for efficiency, consistency, and risk control across business lines and jurisdictions.