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Access to the Best CLM Solutions

As your business grows, Knoveo scales with you — handling more clients, risk, and complexity without added burden. 

Day One Availability

A SaaS hosted solution that represents ‘what good looks like’ in CLM - A simple user interface and experience that is quick to operationalise.

Access to Industry Best Practice

Confidence in the best tooling, rules, journeys, UX/CX & future roadmap at a price point Established Firms can afford – all subscribers get the same core capabilities.

What sets Knoveo apart

Lower Implementation Costs

Pre-configured and pre-integrated capabilities - no build, no config required, zero professional services fees just a regular subscription.

Our offerings

Everything you need

Nothing you don't

Dedicated Customer Portal

Screening & Client Risk Assessment

Customer Due Diligence Capture & Workflows

Perpetual KYC

Reporting & Analytics

Customer Profiles - Single Source of Truth

Automated Public Data Sourcing

Integration To Other Leading RegTech Providers

Our solutions
How you can use
Knoveo

Swivel Chair Operations

Manual Processes

Paper-Based Documentation

Unscalable User Workflows

Poor Customer Experience

Unscalable Architecture

Customer experience that makes a difference

Focus on what you are good at

Reduce the pain of compliance 

Make onboarding a differentiator instead of a pain point. Your clients deserve a pain free experience, this is delivered using our dedicated Client Portal.

Knoveo streamlines the onboarding process for  by automating data collection where available. Our pre-configured policy rules align with regulatory requirements, taking the pain of compliance away. 

You do what you do because you are good at it. Do not let the frustration of manual and disconnected CLM processes impact your growth. Our Day 1 ready CLM solution frees up the labour of maintaining your own systems.  

We’ve partnered with a leading technology firm to bring their market leading technology to growing firms in a simple and accessible way. You get the tools Tier 1 institutions use without the implementation costs and duration.

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Just smart, streamlined compliance that works for your business.

Lower cost,
full industry value

Ready to get started on your compliance journey?

You can join other established firms who have simplified their journey in three simple steps:

Subscribe to our SaaS CLM Service

Book a demo with Knoveo

Stay compliant & efficient with Knoveo

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Contact us

Monmouth House, 38-40 Artillery Lane, London E1 7LS

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Searching for a turnkey solution that fits
your growth ambitions and budget?​

Growing firms need a Client Lifecycle Management (CLM) solution that is ‘day 1 ready’, no customisation needed and takes the pain of compliance away

 

The industry requires a simple solution — that's where we come in

Meet

Client Lifecycle Management for scaling firms, the way it should be

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