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Client LIfecycle Support, LLC offers a technological solution to help firms review, discuss, approve and document significant client events

Client Lifecycle Support's tool is called the Client Lifecycle Exchange(c). It allows firms to capture, review, discuss, approve and document significant client events that affect departments across the firm. Everything connected with each event is centralized. The tool has four modules relevant for each of the four stages of a client's "life" as exemplified below: Opportunity Preview: Perfect for the "prospect" stage to ensure this is business that you really want! Client On-Board: ...

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