Michelle Ruggiero

As buy-side firms scale across strategies, structures, and jurisdictions, client lifecycle management is becoming a front-to-back operational and regulatory challenge. This session explores how workflow automation supports scalable growth while strengthening regulatory reporting.

Discussion themes include:

• Connecting client origination, onboarding, and ongoing oversight through front-to-back CLM
• Embedding regulatory reporting requirements directly into lifecycle workflows
• Creating audit-ready, traceable client data to support exams and disclosures
• Reducing remediation, rework, and operational risk as firms scale