CLM for Private Banking and Wealth Management Brochure

Fenergo digitalizes the client lifecycle management process for private banks and wealth managers into a fully automated, seamless and efficient process that significantly enhances the HNW client experience.

Streamlined Client Experience: Frictionless, Digital Client Journeys

Transform the client onboarding experience by creating a single connected client journey across the organization, while minimizing customer effort.

  • Enhance collaboration across the front, middle and back office with a truly, streamlined digital client orchestration solution
  • Expedite processes across the client lifecycle with centralised client data across all channels, functions and business lines
  • Provide clients with secure data and document exchange and integrated eSignature capabilities through digital self-service channels

Increased Operational Efficiency across the Client Lifecycle

Enhance operational efficiency and improve auditability throughout the client lifecycle with advanced process automation and improved re-use of client information.

  • Reduce the need for human interaction and allow simpler integration to current and future multi-channels with Straight-Through Processing
  • Ensure that all processes are designed around automation and integration with full transparency with Process Master
  • Capture, visualize and analyze complex ownership structures in an intuitive and user-friendly manner with Hierarchy Manager

Download CLM for Private Banking and Wealth Management Brochure brochure