Case Study: LGT Bank achieves global, compliant client lifecycle management with Merkle's CLM solution

LGT Bank streamlines client lifecycle management for 2,500 users with Merkle

LGT Bank, an international private bank, sought to digitalize and standardize its front office processes globally to improve efficiency and client experience. To address this challenge, they partnered with Merkle to implement a comprehensive Client Lifecycle Management (CLM) solution.

Merkle implemented the Appway/FNZ Studio platform, creating a global end-to-end solution that digitized and standardized 25 customer workflows across 10 countries. This solution provides a simplified workspace for over 2,500 users, who now process 400,000 cases annually. The results include streamlined, compliant processes, improved user experience, and a scalable platform supporting ongoing enhancements like intelligent document processing and AI use cases.

LGT Bank