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