Alerts in Lifecycle Management

The Hierarchy of Messages within the Notification Framework, can effectively communicate the importance and implementation of an organized messaging system.

Introduction

1.1. Overview of CLM Systems

• Client Lifecycle Management (CLM) systems are essential in managing client data, interactions, and compliance processes throughout the client’s journey with a financial institution or business.

1.2. Importance of Effective Notifications in CLM

• Notifications in CLM play a crucial role in guiding users, maintaining data integrity, ensuring regulatory compliance, and enhancing the overall user experience.

• A structured notification system helps users prioritize actions, address critical issues, and avoid unnecessary interruptions, contributing to operational efficiency.

What we had:

What we proposed