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Client Lifecycle Management - Fenergo

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.

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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 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.)

Useful resources

Whitepapers

Total Economic Impact of Client Lifecycle Management Solutions

In this commissioned report conducted by Forrester Consulting, Fenergo measures the time, cost and challenges on onboarding complex, institutional clients. The report also explores a case study analysis of the benefits of implementing a Client Lifecycle Management solution.

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BrochuresDownload

Client Onboarding Lifecycle Management

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Case StudiesDownload

Client Lifecycle Management for Capital Markets

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