Client Portal

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:

THE BENEFITS

  • Self-Service

    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.

RESOURCES

brochure

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.

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whitepaper

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.

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Blogs

  • 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.

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  • 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.

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  • 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.

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