
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

How to Deliver Better Client Experience by Digitalizing Onboarding
The transition from manual and paper-based systems to a digital approach to onboarding, facilitated byClient Lifecycle Management (CLM)programs, can give clients a positive customer experience that is all too crucial in a digital-first world.

Asset Management in the Digital Age
As the world becomes increasingly digital, start-ups specializing in blockchain and fintech are transforming businesses across the board. Yet with constantly changing regulation and the need to compete with digital disruption, 2019 will be the year when re

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

Embracing Digital Innovation in Middle East Financial Services
The financial services industry is currently on the brink of a massive technological disruption. Financial institutions are now beginning to actively explore new technologies to further automate routineAML and KYCprocesses. As discussed in the previous blo

Examining Anti-Money Laundering Enforcement Across Europe
Since the beginning of the financial crisis in 2008, financial institutions have had to deal with a series of regulations to increase transparency. The objective? Creating a safer, more robust and more transparent financial system.

Tackling the Financial Crime Challenge in Asia-Pacific
The APAC region, home to over 40+ regulators, is one of the most complex jurisdictions in terms of regulatory compliance. Over the last ten years, the region, as a whole, has levied a total of $609 million in AML, KYC and sanctions fines, according to Fene

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

2008-2018: Assessing the Impact of Global AML & Sanctions Fines
Since the financial crisis started in 2008, financial institutions around the world have had to deal with regulation after regulation being introduced to increase transparency and to create a safer, robust and more transparency transparent financial system
Request a Demo
See how Fenergo Client Lifecycle Management
solutions can transform your corporate and
institutional business.