Client Lifecycle Management
Blogs
6 Pieces of Advice for Implementing Global Client Lifecycle Management
Implementing a Client Lifecycle Management program is strategically important. However, it is one that spans many different stakeholders across the business, bringing with it many obstacles and challenges to a streamlined implementation process. Having imp
8 Major Benefits of Cloud Technology for Client Lifecycle Management
Cloud technology has developed and evolved in line with the myths that surround it. Up until 15 months ago, banks were publicly reticent about moving core banking services to the cloud for a myriad of regulatory and security concerns, including issues over
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
Podcast: Client Lifecycle Management & the Inevitable Move to the Cloud
Historically, financial services firms have been slow to adopt Cloud technology owing to a perceived lack of data security and control. Building and maintaining in-house systems was considered the safest way of protecting business-critical sensitive data a
MiFID II: 6 Key Changes for Client Lifecycle Management
In less than six months’ time (January 3rd, 2018), banks will need to be fully compliant with MiFID II regulatory obligations. In her second blog on the topic, Laura Glynn, Fenergo Director of Regulatory Compliance, explores the six key areas where MiFID I
News
Request a Demo
See how Fenergo Client Lifecycle Management
solutions can transform your corporate and
institutional business.
