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Our Thinking on Financial Crime, Compliance, and Innovation.
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
6 Key Elements to Power a True Bankwide Digital Mindset
The entire financial services sector has come to an inflection point. With COVID-19 now complicating what was already a powder keg of regulatory pressure and ineffective manual processes, financial institutions are looking for ways to boost efficiencies an
Breaking down Silos: 4 Key Transformation Challenges for Transfer Agents and Fund Administrators
In a recent post , we explored how Asset Servicing (AS) firms are grappling to meet their clients’ and investors’ fast-evolving digital service and real-time reporting expectations.
Private Banking and Wealth Management Trends for 2020 and Beyond
One recurring theme is that technology is going to play a defining role in determining the winners and losers. A major reason for this drive towards technology is the unprecedented transfer of wealth and assets from baby boomers to digital native generatio
The Role of Blockchain and DLT in e-KYC Utilities
In my last blog, I explored three key learnings from previous KYC utility attempts – namely how decentralization works better for the new breed of e-KYC utilities, how inconsistent KYC standards and poor data quality frustrate data sharing and how manual K
6 Reasons to Connect to e-KYC Utilities
Over the last three blogs in this series, we’ve analyzed the need for e-KYC utilities to solve thecurrent KYC challenge. We’ve examined the need to learn from previous KYC utility attempts and explored the role of distributed ledger andblockchain technolog
KYC Utilities: The Second Coming, Learning from Past Failures
In the previous blog, I examined the current compliance challenge and how e-KYC utilities can solve the age-old challenges of collection, validation and processing of customer data and documentation. In this blog, I look at the KYC utility models of the pa
Can e-KYC Utilities Solve the Compliance Challenge?
The global financial services sector continues to be rocked by a series of regulatory fines and money-laundering scandals, totaling more than US$36 billion in fines over the past decade. In the first of a new series, Fenergo’s Chief Technology Officer, Nia
Recommendations for Adopting Cloud Technology
In our previous blog posts, we’ve looked at the challenges financial institutions (FIs) face and the benefits to FIs of moving to the cloud . In this post, Colin Sweeney, Fenergo’s VP Client Operations, explores the ways FIs can adopt cloud technology from
HNW Client Onboarding: Tackling the Rise in Client Dropouts
HNW client onboarding times are taking longer than ever, according to a new Fenergo report. As a result, more than half of wealth managers (52%) are concerned about dropout rates. Here,Steve D’Souza, Global Head of Wealth Management and Private Banking at
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