LexisNexis® Client Lifecycle Management

An Innovative, End-to-End Global KYC System in a Single Platform

LexisNexis® Client Lifecycle Management


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Comply. Automate. Adapt. Approve. Engage.

Increase pass rates, reduce customer friction and ensure a single, consistent view of your client across your business.  

Accelerate compliant customer journeys from onboarding to off-boarding and everything in between. Our comprehensive Client Lifecycle Management (CLM) platform with configurable workflow incorporates multiple sanctions, risk, Ultimate Beneficial Owner (UBO), and other data sources. This allows you to conduct due diligence once and re-use information across multiple business relationships, thereby reducing operational cost. Risk profiling is customizable to your organization’s risk appetite including international requirements.


  • Single client view: a single, consistent and up-to-date record of your client, when you need it, synchronized throughout the organization, across business lines and borders.
  • Entity data all in one place: continuously refreshed and validated against your policies, with no need to manually connect disparate data sources.
  • Consistent, verifiable evidence to help with regulatory compliance: linking client records to policy, and all the necessary evidence to support the status of the client. The decision to onboard and the reason this decision was taken can be immediately accessible for review, with full audit and traceability.


  • Increase pass rates: enable straight-through processing for the majority of clients, by automating the Know Your Customer (KYC) process.
  • Enable rules-based remediation: free up time for analysts to focus on exceptions.
  • Automation: reduce manual process and repetitive tasks. Multiple steps can be performed in parallel, so only ‘light-touch’ intervention is required when needed.


  • Fully configurable: by end users, and transparent so users can see the progress and status of work items as they move through the process.
  • Test your policies in real-time: assess the impact before deployment.
  • Scalable: add more services, automate more processes, and deliver more for your customer.
  • Agnostic: the system uses the data sources you prefer.
  • Keep up-to-date with changes to policy and regulation: fast to deploy, quick to change, minimal upgrade impact.

Approve and Engage

Streamline onboarding and approvals to accelerate customer acquisition and facilitate ongoing interactions by connecting to a unified picture of identity that informs client lifecycle management and risk decisions. Confidently Know Your Customer at every point of the relationship with seamless access to continuously updated identity intelligence and customer due diligence data. Leverage the advantage of an immediate customer view built from network intelligence, industry-trusted global coverage, proprietary analytics and innovative technologies to enable your business to:

  • Complete instant identity verification
  • Perform risk-based AML/CFT assessments 
  • Support compliance with AML and BSA regulations
  • Simplify enhanced due diligence and investigations
  • Accelerate approval speeds and strengthen customer experiences

Learn More About LexisNexis® Client Lifecycle Management

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