Digital Investor Lifecycle Management

Fenergo Investor Lifecycle Management allows Asset Management companies to deliver a modern, digital experience to their clients, from onboarding right through the lifecycle. It automates and directs lifecycle events by integrating with a range of front-end systems and channels that includes CRM (Salesforce, MS Dynamics), mobile and portal applications.

Onboard your clients faster, more efficiently, and compliantly.

Fenergo empowers Asset Managers with

Competitive Advantage

Fast, frictionless onboarding for customer and investor satisfaction.

Efficient Onboarding

Reduced costs, fewer errors, faster time to revenue.

Enhanced Visibility

Centralized data and UBO visualization to simplify regulatory compliance.

Brand Protection

Community-based compliance and coverage for 100+ jurisdictions out-of-the-box.

Asset Servicing

Fenergo Client & Investor Lifecycle Management enables transfer agents and fund administrators to deliver a fully digitalized client and investor-led lifecycle experience by digitally transforming manual compliance processes into user-friendly, automated end-to-end workflows. The solution delivers consistent, digitized workflows underpinned by a true 360-degree Client and Investor view, reducing manual effort and ensuring full compliance throughout the lifecycle.

Fenergo Asset Servicing delivers

End-to-End Case Orchestration

Streamlined client and investor journeys across multiple functions, business lines and jurisdictions

Enhanced Client & Investor Experience

Empower investors with digital self-service channels, ID&V and eSignatures

Compliance by Design

Intelligent rules-driven compliance across AML, KYC, Tax and Data Privacy

Multi-Level MI Dashboards

Gain greater transparency with Executive, Operational and Client Relationship views

Our Solutions

  • Financial Crime & Compliance
  • Remote Account Opening
  • Onboarding & Origination
  • Client Data Master
  • Digital Self-Service Channels

AML/KYC & Regulatory Compliance Throughout the Client Lifecycle 

Fenergo Financial Crime & Compliance suite of solutions enables financial firms to comply with a wide range of local and global regulations. It delivers a risk-based approach to compliance, utilizing Straight Through Processing for lower risk cases and managing the rest by exception, enabling firms to focus attention, resources and personnel on higher risk or value-added tasks.

It includes:

  • Enterprise-wide rules-driven compliance spanning 100+ jurisdictions
  • Regulatory surety across AML, KYC, Securities Financing Transaction Regulation (SFTR), Tax, OTC Derivatives and Data Privacy rules
  • Automated risk assessments for risk-based AML and KYC compliance
  • Advanced API integrations with leading data and screening providers, and ID&V vendors
  • Visualization tool for 360° view of complex beneficial ownership structures and legal entity hierarchies
  • Compliance by Design, enabling future-proofing against evolving regulations.

Digital-First Account Opening

Fenergo’s Remote Account Opening solution is a pre-configured, digital-only service. It allows financial institutions to digitally onboard clients in compliance with regulatory guidance, leverage the latest digital technologies and continue to mitigate the risk of financial crime. This pre-configured digital service seamlessly integrates with your existing account opening process and reduces the time to onboard and rapidly processes new account requests remotely.

Fenergo’s Remote Account Opening solution delivers:

  • Pre-Configured Regulatory Rules
  • Plug-and-Play Account Opening
  • Dynamic, Digital Data Collection
  • End-to-End Digital Client Journeys

Frictionless Onboarding for Loan Origination

Fenergo’s Onboarding & Origination solution enables financial firms to offer a digital, streamlined and frictionless account opening and onboarding process to their clients. The solution spans the entire account opening process from initial origination to all legal and credit approval processes to account set-up.

Fenergo Onboarding & Origination delivers:

  • Omni-channel customer journeys that accelerate client onboarding
  • Smooth, digitally-orchestrated client journeys through all approval processes (sales, credit, legal, account set-up)
  • End-to-end visibility across the onboarding process for all stakeholders
  • Out-of-the-box API integrations with data repositories and front-end systems
  • Intelligent document management enabling relevant information to be extracted from documentation and applied to the client profile
  • Digital client outreach, empowering customers to update information or request new services easily.

Clean, Centralized, Correct Client & Counterparty Data 

Fenergo Client Data Master is a centralized master data system that seamlessly integrates with multiple leading data and screening providers, as well as a host of KYC utilities around the world. It provides a single view of clients and investors via an integrated data model that promotes re-use of client and counterparty data across a financial institution’s front office, operational and regulatory systems, resulting in significant efficiencies and cost savings.

Fenergo Client Data Master enables financial institutions to:

  • Implement an API-first approach to data integration and centralization, promoting future re-use of up to 80% of client and counterparty information
  • Capture data at source and augment it with data from multiple providers
  • Integrate with a wide range of industry data and screening providers, regulatory utilities and internal data stores
  • Cleanse, remediate, match and merge with both in-flight and verified data
  • Manage conflicting data, challenge, compare and update the data
  • Provide a true, real-time 360° view of client or investor for greater regulatory compliance.

 

 

 

Digital request management solution empowers clients to self-serve  

Fenergo Client-Connect is an advanced client-facing portal designed to digitalize client service requests, providing your financial clients and investors with the ability to digitally interact with their financial services provider and perform a raft of activities in a secure and convenient way. Its user-friendly interface enhances client / investor experience, improves operational efficiencies, and reduces the time, cost and effort involved in collecting data and documentation from clients.

With Fenergo Client-Connect, your clients and investors can:

  • Apply for new products / services and open new accounts
  • Submit new or updated client information (e.g. new address, new associations, updated company formation etc.)
  • Have more control and transparency over their data
  • Communicate conveniently with their banking provider.

Book a Demo

Discover how Fenergo solutions can simplify complex client onboarding.

Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions.