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With the advancement of client management solutions and an ever-changing regulatory environment, it is important companies with Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) obligations keep their CLM strategy up-to-date to maintain compliance standards and market position.
A clear roadmap articulating your CLM vision will provide a blueprint you can follow to achieve your strategic objectives for your organisation, clients and shareholders.
Mirai consultants have done this many times before for companies like your own and on behalf of solution providers.
Our core focus is on CLM process, design and technology solutioning. We understand the tools you need and have the industry expertise required to help you define your northern star and map a practical and actionable route to get there.
Holistic review of your current state focused on:
People
Process
Data
Technology
Mirai-led workshops with our CLM solution experts to define your grand vision and goals
Prioritised drivers of change across competitive advantage, regulatory compliance, cost optimisation, and more
Sequenced delivery plan aligned with opportunities and dependent initiatives to maximise business benefit realisation
Clear articulation of your aspirational state and definition of the path to get there in short and long term time horizons
Concise, focused output documents to clearly define your business case and engage stakeholders
No matter the size of your organisation, it is crucial to assess and ensure readiness across people, policy, process, technology and data in a structured way. Making the right decisions at the right time will enable an efficient and successful delivery.
Mirai expertise will ensure you have considered every aspect of CLM delivery and empower your teams with the right skills and capabilities before change commences.
Mirai will make sure your delivery is ready for success, whether you are a large organisation with your own transformation team. or a smaller company less experienced and resourced for change delivery.
Our team have led multi-million $ transformation programs for global blue-chip clients in the financial services sector. We know what is needed before, during and post delivery to achieve a successful outcome.
Comprehensive as-is and to-be analysis of operating models underpinning CLM in your organisation
Mirai-led readiness assessment to prepare your organisation to deliver a CLM program
Proof of concept (PoC) designs and configurations on your chosen solution to inform design evolution and timelines
Granular scope definition to develop clear understanding of functional and integration requirements
Change plan that clearly defines the work required at every delivery stage of your CLM solution
Process flows
System diagrams
Data maps
Governance framework
Whether it is advice on how to break into the local market, sales & distribution, or a full support model, Mirai can deliver on your needs providing you and your clients a tier 1 service.
With years of experience working in the financial services sector, delivering vendor solutions and working for vendors designing and delivering those solutions, we know the language that both you and your clients speak.
We will help you bridge the gap and tailor your offering to the local market, ensuring that your sales campaign resonates with your prospects and your product is well-positioned to succeed in AU / NZ.
Consultancy on how to position your product to resonate with your target market
Analysis of the local market nuances and insights on regionalisation needs
Pitch material creation, leveraging your product knowledge and our local expertise
Sales support or campaign management tailored to your distribution strategy
Contract management with your end-clients to allow you to focus where it matters most
Delivery services to supply your product to your clients and manage the implementation
