
The Investor Lifecycle in 2026: 5 Takeaways That Should Be on Every Fund Manager's Radar
I recently had the privilege of moderating a session with two of the sharpest minds in fund services: Neil DeRosario, VP of Buy Side Product at Fenergo, and Aman Abahel, Global Head of Fund Services at TMF Group. The conversation was candid, data-driven, a

Why Banks Must Embrace Automation for Growth Amid Regulatory Flux
As banks seek ways to facilitate profitable growth, many are evaluating how they can create more operational efficiencies by strategically investing in technology. Leading banks have been driving transformation for years, but with the disruptions caused by

Playing Catch-Up in the Essential Race to Cloud
With the standard being consistently raised by digital-native technology companies, what exactly will give financial institutions the competitive edge? Are financial institutions playing catch up or are they even in the right digital game?

Why Siloed Onboarding Operations are Killing Customer Experience
The onboarding process is the critical first step in every new customer relationship. However, many firms are failing to make a favorable first impression with disconnected systems and limited visibility leading to a friction-filled customer experience.

5 Key Digital Transformation Benefits for Business & Commercial Banks
Starting and maintaining a positive business relationship can’t be understated. With global market disruption coupled with a change in customer expectations, Banks are seeking ways to create better client experiences, from initial onboarding and throughout

The 5 Most Pressing AML Challenges
One of the biggest problems with fighting financial crime is that the introduction of new regulations has done little to address the issue. Financial institutions devote significant resources to managing compliance risk and adhering to guidelines instead o

6 Ways to Create a Frictionless Client & Investor Lifecycle Journey for Asset Servicing Firms
As digital transformation continues to impact the financial services sector, Asset Servicing (AS) firms are under significant pressure to modernize their processes. To transform successfully, they need to work closely with their clients to create frictionl

What is AML Transaction Monitoring?
AML transaction monitoring is a process that helps prevent money laundering, fraud, terrorist financing, and other types of financial crime. Although each transaction monitoring solution will operate slightly differently, essentially they monitor customer
Request a Demo
See how Fenergo Client Lifecycle Management
solutions can transform your corporate and
institutional business.

