Discover the Power of Digital Client Onboarding
Fenergo combines digital client onboarding with powerful automation to increase efficiencies, reduce onboarding times and time-to-revenue, enhance client experience, and maintain regulatory compliance.
Increase Operational Efficiency
Digitalize and automate the client onboarding process to achieve greater operational efficiencies, reducing time to onboard and time to revenue.
Transform Client Experience
Enhance the experience for your clients through rapid onboarding with reduced outreach and fewer touchpoints.
Reduce Risk and Manage Compliance
Facilitate compliance management and reduce the risk of reputational damage and exposure to regulatory penalties by embedding your policies and controls throughout the onboarding journey.
Unlock Revenue Potential
Achieve quicker time to revenue and a reduction in client abandonment while focusing efforts on turning low value clients into high value clients and attracting new business with a greater competitive advantage.
Automate the most expensive and labour-intensive tasks and processes of the client onboarding journey, including importing data from trusted third-party sources for entity data and AML screening, risk assessment calculations and approvals for low and medium risk clients. Fenergo enables FIs to define rules that determine what processes are automated, resulting in more efficient and effective client onboarding journeys.
Best-In-Class Pre-packaged Content
Fenergo provides pre-packaged best-in-class content to accelerate implementation times and time-to-value, with the flexibility to adapt and change journeys overtime as organizations evolve. All of this can be achieved through our intuitive UI based configuration tooling.
Sophisticated Workflow & Case Management
FIs can efficiently manage workloads across the team with Fenergo’s intuitive Case Management feature. Interactive dashboards give users a clear view of their caseload, including tasks that require their attention. Managers have access to a view of their team’s activities and key insights into their overall productivity. Fenergo’s sophisticated workflows allow FIs to orchestrate end-to-end client onboarding from application to account closure.
Onboarding Compliance & Process controls
Fenergo enables financial institutions to ensure their compliance procedures and controls are embedded in the client onboarding process, facilitating compliance with local and global regulations. Additionally, data validation features ensure accurate data capture in appropriate formats, reducing human error and ensuring high data quality.
Omni-Channel Onboarding via API Connectivity
Fenergo’s API-first technology allows for client onboarding to be initiated and processed via multiple channels such as the self-service Fenergo portal as well as end-to-end integration from front office CRM to downstream systems. Regardless of the channel used, Fenergo guarantees a seamless onboarding experience.
Request a Demo
See how Fenergo Client Onboarding can help financial institutions digitalize and automate the end-to-end client onboarding journey