Client Lifecycle Exchange(tm) Brochure

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CLE is a patent pending workflow approval software platform that helps financial services firms onboard new clients and product offerings as well as manage changes in existing contracts -- and all in a way that controls and mitigates enterprise risk. Check out the website for more info at www.clientlifecycleexchange.com

Technology

Risk Control
Client Onboarding
Product Development
Vendor Contract Analysis
Client Contract Maintenance
Ask for Free Demo of Patent Pending
Client Lifecycle ExchangeTM
www.clientlifecycleexchange.com
516-263-7086

Client Lifecycle Support LLC offers a patent pending fully
programmed workflow-approval and document-storage
software, Client Lifecycle Exchangetm (CLE).
Created by financial services asset management client
service and technology veterans, CLE mitigates enterprise
risk when onboarding new clients, creating new products,
changing existing client contracts, managing side-letter
agreements and analyzing vendor contracts.
CLE enables involved departments across the firm to
exchange information, attach documentation, register
approvals or identify challenges – and ultimately mitigate a
firm’s risk of loss while improving client service.
We would be pleased to meet with you to more fully
explains the process and provide a demonstration.
CLE is the only full-service system manager you’ll need for
the life of your projects!
Contact Diana Merenda at 516-263-7086
www.clientlifecycleexchange.com

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Client Lifecycle Exchange(tm) Brochure

1. Risk Control Client Onboarding Product Development Vendor Contract Analysis Client Contract Maintenance Ask for Free Demo of Patent Pending Client Lifecycle ExchangeTM www.clientlifecycleexchange.com 516-263-7086

2. Client Lifecycle Support LLC offers a patent pending fully programmed workflow-approval and document-storage software, Client Lifecycle Exchangetm (CLE). Created by financial services asset management client service and technology veterans, CLE mitigates enterprise risk when onboarding new clients, creating new products, changing existing client contracts, managing side-letter agreements and analyzing vendor contracts. CLE enables involved departments across the firm to exchange information, attach documentation, register approvals or identify challenges – and ultimately mitigate a firm’s risk of loss while improving client service. We would be pleased to meet with you to more fully explains the process and provide a demonstration. CLE is the only full-service system manager you’ll need for the life of your projects! Contact Diana Merenda at 516-263-7086 www.clientlifecycleexchange.com

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