Client Lifecycle Management
Fenergo Client Lifecycle Management is an end-to-end solution that enables financial institutions to streamline the regulatory compliance, entity data management and onboarding processes for the management of institutional and high net worth clients – all on a single platform.REQUEST A DEMO
Fenergo Client Lifecycle Management enables financial institutions to go beyond initial client onboarding and take a lifetime view of the client by performing ongoing due diligence and data refreshes, enabling them to use the centralized data to support new regulatory obligations, as well as upsell and cross-sell opportunities. The solution is built on three core product pillars:
Fenergo Client & Counterparty Data Management - a centralized master data system designed to help financial institutions to acquire, validate, store and distribute legal entity data across product lines, business lines and jurisdictions.
Fenergo Regulatory Compliance & Review Management - dynamic, rules-driven platform that ensures compliance with multiple global and local regulatory frameworks throughout the entire lifecycle of the client (including regular or ad-hoc KYC client reviews and event-triggered compliance refreshes etc.).
Fenergo Client Onboarding - a sophisticated workflow management solution that manages all sub-processes and workflows that need to be executed to bring a client from initial take-on through to all the various stages of approvals and requests for information, and perform data refreshes, ongoing due diligence and use the centralized data to support upsell and cross-sell opportunities.
Fenergo’s Client Lifecycle Management solution has been proven to help financial institutions to:
- Onboard clients quicker and more efficiently (from 34 weeks down to under 6 weeks*)
- Improve time to revenue by up to 30%;
- Ensure compliance across multiple, cross-jurisdictional regulatory frameworks;
- Improve efficiencies and achieve significant operational cost savings;
- Enhance overall client experience.
(Download the Total Economic Impact study below for more information on these benefits.)
CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS
“We chose Fenergo’s solutions because they will enable us to meet the increasing complex regulatory frameworks with an efficient and client-centric onboarding experience.”
John Healy Managing Director, Head of Capital Markets Operations SunTrust Robinson Humphrey
“Fenergo’s Regulatory Onboarding solution provides us with an additional level of flexibility and enhances our ability to prioritize our compliance initiatives.”
Erica Benjamin Managing Director for Client Onboarding BMO Capital Markets
“We chose Fenergo to support regulatory onboarding across our Global Banking and Markets division. We wanted a solution that would support an efficient onboarding experience for all of our customers.”