Simplify complexity. Deliver with confidence
CLM Pro is a client lifecycle platform that tackles the operational and regulatory challenges that create delays, friction, confusion, and errors that impact the client experience and the outcomes your organization delivers.
A flexible, modular, AI-enabled framework lets you choose the entry-point solution you need today and expand as your requirements evolve. Whether you need to strengthen and streamline KYC, outreach, regulatory compliance, legal, tax, or any other key process, CLM Pro has your client lifecycle covered from end to end.
Clarify and Simplify
Critical industry datasets, a global network, and expert services come together on a single platform to enhance cross-organizational transparency, efficiency, and customer experience.
Integrate Seamlessly
Seamlessly integrate platform capabilities with your internal systems and third-party platforms via a universal set of open APIs.
Gain Cross-Organizational Clarity
Easily interact and track workflow activity and progress with maximum visibility for all parties across your organization and your clients.
Simplify Account Management
Continuously monitor for change, collect additional information, and communicate requirements via an intuitive client portal.
End-to-End Lifecycle
CLM Pro streamlines the entire lifecycle from onboarding to monitoring to document management to client communications to offboarding using automated workflows and an intuitive client portal.
Configure
Customize workflows, policies, team structures, user roles, and communication preferences.
Onboard
Automate entity data collection, regulatory compliance, KYC checks, and more.
Maintain
Continuously monitor risk, material events, and updates, set periodic and triggered reviews, and automate offboarding processes.
Automate
Connect a universe of public and private data directly into client lifecycle processes and leverage both native AI and connectors for AI enablement.
Interact
Communicate requirements and collect information transparently and in real time via an intuitive client portal.
Integrate
Integrate a full range of client lifecycle and regulatory capabilities such as compliance, risk, analytics, ESG, and more.
Key Capabilities
CLM Pro combines leading technologies with optional managed services and one of the largest global repositories of entity data. This flexible approach lets you solve today's most pressing challenges and future-proof your operations as they scale.
The CLM Pro Difference
Built by top industry experts, CLM Pro outperforms conventional client lifecycle management solutions by leveraging advanced capabilities, robust data sets, and an AI-first approach.
Differentiated data
CLM Pro provides contextual access to AI-ready, differentiated legal entity data for client lifecycle management through unique, integrated datasets.
Global network
An existing community of 40,000+ institutions within the CLM Pro ecosystem supercharges the system data.
Enterprise scale
Achieve significant enterprise scale through out-of-the-box connectivity between CLM Pro and other S&P Global platforms and datasets.
Flexibility
Through universal APIs, solution connectors, and opt-in native AI, CLM Pro is highly configurable and seamlessly integrates into your existing architecture, datasets. and 3rd party providers.
News and Thought Leadership
Awards & Acknowledgements
Request Follow Up
Want to learn more about Client Lifecycle Management Pro? Complete this short form to speak with one of our specialists.