Client Lifecycle Support, LLC

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, revie...

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: Congratulations! You've won the client ... but is everyone affected prepared for implementation? Contractual Change: The client is happy. You have your annual review and agree to make changes to the original contracted investment guidelines. Termination: Sad, but when to turn off systems? Send bill?