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Data Integration Manager

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.

 

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Data Integration
Manager

A rules-driven interface solution that consumes, processes & routes client data from multiple providers & systems.

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Total Economic Impact of Client Lifecycle Management Solutions

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Client Lifecycle Management for Capital Markets

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