Client Lifecycle Management
The State of KYC in Asset Management 2024: Insights and Strategies
As the asset management industry evolves, so do the challenges with Know Your Customer (KYC) and investor onboarding. Fenergo’sKYC in 2024: Essential Insights for Asset Managersresearch survey, conducted with over 450 C-suite executives from Tier 1 ($51 bi
Product Update: Q2 2024
We update Fenergo with hundreds of product releases regularly. But we appreciate that’s a lot to keep up with at the best of times. Our customers receive detailed information each month and now we’ve decided to take the most compelling updates that we make
Delivering a Superior Client Experience with Integrated KYC & CRM
For financial institutions, delivering a seamless client experience while managing complex regulatory obligations is crucial. The recentIntegrating CRM & KYC for Better CXwebinar, featuring thought leaders from Salesforce, Synchrony Bank and Fenergo, provi
Accelerating Transformation In Commercial Banking
Providing a great experience for customers is no longer an optional investment, it is increasingly the most important competitive advantage a company can have. Customer relationship management is particularly important as the rise of digital channels make
Where are Asset Managers on their Digital Transformation Journey?
Asset management (AM)companies work hard to provide good oversight, governance, transparency, and regulatory compliance to attract and maintain investors. The work is complex and process heavy. Even before the COVID-19 pandemic, the financial services sect
Buy vs Build: 4 Questions to consider
When considering implementing a Client Lifecycle Management platform, every financial institution goes through the same decision-making process of determining whether to build a solution in-house or select a solution from a specialized vendor.
How Asset Servicers & Fund Managers Can Transform the Investor Experience
On 30th May 2024, Fenergo partnered with Funds Europe to host an expert panel discussion on the topic of digitalization in client and investor onboarding, and how asset servicers and fund managers can scale competitively.-
How Can Asset Servicing Firms Create a Competitive Edge in 2024
The asset servicing sector faces an increasingly unstable and unpredictable environment, owing to rising fee pressures, a vastly evolving technology landscape, expanding regulations and an unstable macroeconomic background. As their clients (fund managers)
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