Fenergo Client Lifecycle Management enables Private Banks and Wealth Managers to automate and streamline complex client lifecycle processes, increase operational efficiency and deliver a frictionless client experience at every touchpoint.
Powered by Straight Through Processing technologies and a consistent regulatory-driven workflow, the fully integrated end-to-end solution provides a truly, streamlined digital client journey, enabled by a 360 client view. With automated KYC and AML checks and event-driven reviews, compliance is assured for complex structures across multiple jurisdictions.
Fenergo empowers Private Banks and Wealth Managers with
Streamlined Client Experience
Provide clients with secure data and document exchange, digital ID&V and eSignature services.
Boost Operational Productivity
Reduce manual effort with improved transparency and end-to-end orchestration.
Compliance by Design
Ensure compliance across multiple, cross-jurisdictional regulatory frameworks.
Greater Competitive Advantage
Expedite access to assets with faster onboarding and automated front-to-back office processes.
100% Focused on Financial Services
Commercial, Business & Retail Banking
Digitally transform client experiences during onboarding and lifecycle journeysRead more
Corporate & Institutional Banking
Fast, frictionless and compliant client onboarding & lifecycle management for C&IBRead more
Asset Management & Asset Servicing
Optimize investor and client experiences & full brand protectionRead more