‘Client Lifecycle Management’ solution a winning choice for financial institutions

AML Partners wins award for Client Lifecycle Management for financial institutions. Art is the awards information on a blue background: "WealthBriefing European Awards 2024"

RegTechONE Client Lifecycle Management solution wins big at WealthBriefing European Awards

AML Partners celebrated a win in the ‘Client Lifecycle Management Solution’ category at The WealthBriefing European Awards 2024.

The annual WealthBriefing European Awards recognize the most innovative and exceptional firms in the field. The awards showcase outstanding organizations deemed by judges to have ‘demonstrated innovation and excellence during the last year.’     

Jonathan Almeida, AML Partners co-founder and Global Head of Sales, said the firm is excited about the win. 

“We have a terrific Lifecycle Management Solution,” Almeida said. “It’s especially gratifying to win in that category. 

No-code workflows and Risk tools a boost to cross-border Compliance, Risk Management

Almeida lauded his firm’s RegTechONE platform solution and its functionality for Lifecycle Management for financial institutions. 

“The judges for this award recognize that RegTechONE delivers outstanding and comprehensive CLM,” Almeida said. “And because ours is a no-code platform, each institution creates CLM workflows with Risk Management unique to their needs.”

Almeida emphasized the importance of flexibility and configurability for wealth-management firms that need cross-border lifecycle management and AML Compliance solutions. 

“Our clients succeed because our solutions can be configured—without coding—to the requirements of any location and book of business,” Almeida said. “That is a major part of what makes RegTechONE an award-winning solution.”

Stephen Harris, ClearView Financial Media’s CEO and publisher of WealthBriefing, was first to extend his congratulations to all winners.

“Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year,” Harris said. “These awards give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers.” 

Art shows logos of AML Partners and RegTechONE. RegTechONE platform for AML Compliance software, KYC software, GRC software, Risk Management.

RegTechONE platform: The solution to Lifecycle Management for financial institutions

The RegTechONE platform provides peak solutions to myriad needs of financial institutions. We specialize in KYC/AML solutions and lifecycle management. The RegTechONE platform features no-code workflows that our clients configure to their exact needs. And we loaded RegTechONE with rich Risk Management tools like a Multidimensional Risk Engine, Event and Action Libraries, API connectivity, orchestration capabilities, and much more.

Check out our Client Lifecycle Management use case, or this blog article describing RegTechONE’s Client Lifecycle Management for financial institutions. We also discuss Client Lifecycle Management for financial institutions in this blog article on the Legitimacy Lifecycle and recognizing Risk in Client Lifecycle Management for financial institutions.

If you’d like to learn more about Client Lifecycle Management on the RegtechONE platform, please reach out.

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We are so confident in the power of RegTechONE to transform your GRC and AML Compliance solutions that we will prove it to you. Contact us today to experience all the ways that RegTechONE is The Power of Everything.

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