Client Lifecycle Management
Transforming Financial Services with Digital KYC and CLM
With a background in banking, I know as well as anyone that client lifecycle management processes are not where they should be. As frustrating to the clients as they are to the institutions, there’s plenty of room to improve CLM for the benefit of everyone
Digitizing Banking For The Future of Client Lifecycle Management
An abundance of data, cloud usage and increased algorithms around machine learning makeCLMan area that’s ready for considerable technological disruption. With a dedicated innovation role, the Fenergo R&D team have been looking closely at innovation in the
Digitalizing the Client Lifecycle to Create Golden Moments of Client Interactions
Having seen so much turmoil over the past decade, the financial services market is finally switching gear, moving away from an almost compulsive focus on regulatory compliance and towards a more customer-centric mindset that involves creating ‘golden momen
6 Pieces of Advice for Implementing Global Client Lifecycle Management
Implementing a Client Lifecycle Management program is strategically important. However, it is one that spans many different stakeholders across the business, bringing with it many obstacles and challenges to a streamlined implementation process. Having imp
Customer Experience: The Competitive Battleground for Financial Institutions
In an increasingly fast-paced and digital world full of hype and buzzwords, it seems like the focus can often be on implementing new and innovative technologies without considering the main purpose of digitalization: to create a better customer experience
8 Major Benefits of Cloud Technology for Client Lifecycle Management
Cloud technology has developed and evolved in line with the myths that surround it. Up until 15 months ago, banks were publicly reticent about moving core banking services to the cloud for a myriad of regulatory and security concerns, including issues over
MiFID II: 6 Key Changes for Client Lifecycle Management
In less than six months’ time (January 3rd, 2018), banks will need to be fully compliant with MiFID II regulatory obligations. In her second blog on the topic, Laura Glynn, Fenergo Director of Regulatory Compliance, explores the six key areas where MiFID I
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