Contract Lifecycle Management using Microsoft Sharepoint 2016

CLM Matrix Sees Continued Growth With New Financial Services Client

CLM Matrix Sees Continued Growth With New Financial Services Client

Australian Financial Services Firm Selects CLM Matrix to Automate Its Contract Lifecycle Management System

Dallas, Texas, USA, September 22, 2010— CLM Matrix announces a new client relationship with a leading wealth management company based in Sydney, Australia. With over $114 billion in assets under management, the new client operates in Australia and New Zealand with selective investment management activities in Asia and a growing regional banking business.

CLM Matrix’s client was looking for significant improvements in two key areas: Access to information and enforcement of internal policies. With over 2,000 financial planners and more than 3,500 employees, the company’s business intelligence and compliance needs are quite substantial. The client selected the Matrix-Enterprise solution based upon its intuitive, easy to use design and the ability to rapidly configure and automate their end-to-end contract workflow. Because the solution runs on Microsoft SharePoint 2010, it also provided a strategic platform to store and manage their existing contracts.

“We love working with companies who need to standardize their workflow and enforce internal policies,” said Bill Pugh, CLM Matrix President. “When this company saw the capabilities of Matrix-Enterprise combined with the power of SharePoint, they made a decision to move from Lotus Notes to our solution and the Microsoft 2010 Platform.”

Deployment of the solution will take place incrementally, beginning in September/October of 2010.

Tim Sparks, CLM Matrix CEO states: “We start with where a company is today then help them define and sometimes redefine their business processes and requirements. This process alone has a tremendous impact on the efficiencies that we’re able to capitalize on through the software.”

About CLM Matrix:
CLM Matrix, the Contract Lifecycle Management solution built on the Microsoft Office Suite, is an end-to-end solution to address the creation, negotiation and administration for both buy-side and sell-side contracts. The company’s Matrix Software solutions provide full lifecycle capabilities from initial request and negotiation to contract closure and monitoring with automated workflow approvals and alerts along the way. The solution delivers significant value by:
Reducing time and expense while simplifying the creation of new contracts
Expediting the negotiation of complex contracts
Reducing the overall expense associated with managing contract compliance
Shortening the timeframe to contract closure… ensuring faster access to revenue streams
To learn more about CLM Matrix please visit or call us toll free at 800-961-6534.

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