Fenergo Client Self-Service Portal is a secure, cloud-based portal designed to digitalize, streamline and expedite Regulatory Client Outreach and Compliance.
Fenergo Self-Service Portal is a secure, cloud-based, multi-lingual portal designed to automate, streamline and expedite the Regulatory Client Outreach process, significantly reducing the effort and time lag involved in collecting data and documentation from clients.
Its user-friendly interface guides clients to submit data and documentation easily through a step-by-step form filling process, which ensures that every required field is successfully completed before the form can be submitted to the financial institution.
Fenergo Client Portal enables banks to:
- Deliver a faster, more efficient onboarding and compliance process
- Improve data quality and generate greater operational efficiencies
- Generate significant time and cost savings
- Digitalize and enhance the client experience
- Ensure client lifecycle compliance.
This allows our clients to digitalize regulatory systems along with enhancing the overall client experience throughout the process with Fenergo Solutions.
Improve Time to Revenue
Expedite client onboarding and ensure best-practice compliance with our rich regulatory rules engine and sophisticated workflow capabilities.
Enhance Client Experience
Provide a more consistent, digital experience across all customer-facing channels powered by a seamless, 360-degree view of each client.
Solve Regulatory Obligations
Ensure compliance with a wide range of global and regional AML, KYC and Tax regulations across the entire length of the client lifecycle.
Self-Service Client Portal
Fenergo Self-Service Portal is a secure, cloud-based, multi lingual portal designed to automate, streamline and expedite the Regulatory Client Outreach process, significantly reducing the effort and time lag involved in collecting data and documentation from clients.download brochure
Banking on the Cloud for Client Lifecycle Management Regulatory Client Outreach & The Path to Compliance
In this paper, we explore the core operational and internal challenges that currently make the process of Regulatory Client Outreach a logistical nightmare for financial institutions.download whitepaper
Optimizing KYC Client Reviews For Efficiency & Control
Fenergo’s Client & KYC Remediation solution was implemented to help automate the KYC client review process and alleviate some of the stress placed on the process through streamlined compliance workflow process which allowed them to gain as much efficiencies and control over the KYC client review process.Read more
8 Major Benefits of Cloud Technology for Client Lifecycle Management
Banks were previously publicly reticent about moving core banking services to the cloud for a myriad of regulatory and security concerns. A year on, banks are quietly making use of cloud technologies.Read more
FATCA Self-Certification Portal
Fenergo's FATCA Self-Certification Portal streamlines FATCA data and supports document collection, reduce compliance cost and achieves a more accurate reporting.Read more
CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS
We chose Fenergo’s solutions because they will enable us to meet the increasing complex regulatory frameworks with an efficient and client-centric onboarding experience.
John Healy Managing Director, Head of Capital Markets Operations SunTrust Robinson Humphrey
Fenergo’s Regulatory Onboarding solution provides us with an additional level of flexibility and enhances our ability to prioritize our compliance initiatives.
Erica Benjamin Managing Director for Client Onboarding BMO Capital Markets
We chose Fenergo to support regulatory onboarding across our Global Banking and Markets division. We wanted a solution that would support an efficient onboarding experience for all of our customers.
Nicola Ray Smith Managing Director, Global Capital Markets Scotiabank
Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe
Emma Rey Gállego Head of Customer Experience-Onboarding in CIB BBVA
We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.
Helène Erftemeijer Bank-wide responsibility for CDD, client master administration and regulations ABN AMRO
In The News
Arachnys and Fenergo Sign Strategic Partnership Agreement
Cloud Adoption: A Quiet Revolution in Financial Services
Source: Irish Tech News