Digital Client & Account Journeys & Experiences
Digitalizing and transforming the Client Lifecyle Management process into a fully automated, seamless, efficient process that enhances client experience.
client lifecycle management process
To capture market and mind share, financial institutions are under more pressure than ever before to ensure a superior onboarding and lifecycle management service experience to their clients. However, they are constrained from delivering on this promise mainly by internal challenges arising from disparate systems, unoptimized processes and lack of communication across the organization.
Here’s how we can help
For Fenergo, Digital Transformation is about re-imagining Client Lifecycle Management experiences for financial institutions and their clients. It’s about merging leading edge technology with process and people to deliver the ultimate client-centric experience – from compliance to data collection, to internal approvals, to onboarding, and to client management over time. If you’re thinking about digitalizing, transforming, automating your approach to Client Lifecycle Management, click on the buttons on the right for more information on how Fenergo can help you to achieve this.
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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 with ABN AMRO,
We chose Fenergo for both their deep, out-of-the-box CLM functionality and their v8 technology that is a good fit with our own modernized technology landscape. I look forward to working with the Fenergo team and their wider client community to input into the continually evolving product and regulatory roadmaps