Data Integration Manager
Fenergo Data Integration Manager is a sophisticated, rules-driven data interface solution that automates the consumption, processing and routing of client data from multiple sources, providers and systems.
Fenergo Data Integration Manager fuses together vendor-specific APIs (Application Program Interfaces) and file-based interfaces with intelligent rules logic and an advanced workflow solution to create a true end-to-end Client Lifecycle Management process.
With Fenergo Data Integration Manager, financial institutions can:
- Source, cleanse, compare, route and audit data to create a single client view to achieve compliance, onboard clients efficiently and propagate this remediated client data to downstream trading systems;
- Efficiently manage the interaction with data providers and services throughout the client lifecycle journey;
- Enrich entity data and documentation to achieve a single client view (across all data sets including AML / KYC data, classification data, relationships, hierarchies and account set-up etc.);
- Manage the end-to-end client lifecycle management events across new client/product onboarding (upsell, cross-sell opportunities), periodic client review and client maintenance processes, as well as client off-boarding;
- Expedite the time it takes to complete various processes across the client lifecycle, getting the client trade-ready as quickly as possible, improving time to revenue.
Fenergo Data Integration Manager is available as a standalone solution or as part of the Fenergo Client Lifecycle Management solution.
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.