Understanding the Regulatory Landscape

2024 is set to be an exciting year for client lifecycle management technology, driven by ongoing trends and pressures in the financial sector around regulations, digitalization, and economic volatility.

Our CEO's Predictions for 2024

In this video our CEO, Marc Murphy forewarns there will be continued pressure on costs, regulations, and need to digitize client experiences in 2024 for financial institutions.

  • In 2024, non-financial institutions will have to get systematic about their compliance
  • Compliance pressures will continue for regulated firms
  • Developing rules around beneficial ownership will continue to be a priority
  • 2024 will be the year of AI adoption
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Global Regulatory Outlook Report for 2024

Regulatory adaptation across financial institutions is driven by significant AML compliance changes. This report spotlights the policy moves that FIs need to embrace in 2024.

Global Financial Institution Fines Soar in 2023

Fenergo's annual findings on global financial institution enforcement actions reveal that the value of penalties imposed on firms surged 57% in 2023.

Global Research Report: KYC Compliance Trends

This research report of 1100+ C-suite execs at global corporate banks investigates the direct and opportunity costs of rising KYC costs.

Futureproofing Your Business

Preparing for future change is vital to your business. Reducing expenses by a small percentage year-on-year results in significantly more available cash to deploy and build services that are truly differentiated from your competitors.

Compliance & Modern Market Dynamics

Chris Zingo, Chief Revenue Officer at Fenergo, takes a look at the macro trends impacting financial services and how they’re changing the way financial institutions handle compliance. He crucially addresses:

  • How a lack of automation drives the cost of customer acquisition up
  • The rising cost of KYC, specifically entity onboarding
  • The positive impact of digital transformation in responding to regulatory changes
  • The importance of a cloud-first approach to achieve competitive differentiation
  • How Fenergo helps organizations to orchestrate Client Lifecycle Management (CLM)
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Digitalize Compliance with SaaS

Digital transformation is the future for the financial services sector. And while huge strides have been made in recent years, there’s so much more work to be done to protect your business against new challengers and to meet customer expectations.

Reducing Time to Revenue with Client Onboarding

Stella Clarke, Chief Strategy and Marketing Officer at Fenergo, summarizes the challenges that financial institutions face in onboarding and managing client relationships.

  • Why manual systems damage the client experience
  • How to meet client expectations for seamless, real-time access to financial services
  • The need to remove inefficiencies internally and externally
  • How Fenergo CLM facilitates compliance and identifying new revenue opportunities
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Bridging the KYC Technology Gap

  • How much does KYC really cost your financial institution?
  • Can we have ‘one single source of the truth’?
  • Is perpetual KYC the answer?
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Structural Market Shifts are Driving Innovation

This report covers how digital transformation rewards innovation and the opportunities of taking a SaaS approach to technology with cloud services.

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Data Trust and Security at Fenergo

The program scope covers Fenergo’s technologies, business processes and security culture across the global operating environments of both its production and corporate facilities.

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Managing KYC: Proactive approaches In discussion with Finextra TV at Sibos

KYC compliance has never been more important, but that doesn’t mean it has to be difficult. Watch and uncover how to overcome the complexities of compliance regulations.

Technology Enables Business

Truly understanding customer data is the best way to understand what they need and how to supply them with products that make a difference Far too much data sits in siloes and drives inefficiencies.

Celent Examines Mizuho x Fenergo

Celent has published an in-depth case study about Mizuho Americas’ journey to group-wide synergy for institutional client onboarding and data management.

Read the full case study to learn more about the bank’s challenges and benefits achieved by implementing Fenergo’s CLM.

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Northern Trust and CLM

Clive Bellows, Head of Global Fund Services, EMEA, at Northern Trust talks about how Fenergo’s Client Lifecycle Management solution streamlines client onboarding while improving operational efficiencies and client experiences.

Breaking Compliance Barriers

Proving compliance is one of the most difficult parts of satisfying regulators. Understanding how the industry chooses to do this is one of the best ways to evaluate your own compliance process and meet this regulatory demand.

Fireside Chat: Fenergo, RBC Capital Markets & Scotiabank at SIBOS 2023

Fenergo hosted a fireside chat at SIBOS Toronto titled ‘Evolving Demands for Onboarding Complex Customers in Corporate and Business Banks’ with RBC Capital Markets and Scotiabank

The panel shared insights and strategies on how corporate and institutional banks can turn new regulations into opportunities to enhance client journeys and to make better business decisions.

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Fenergo Delivers Real Returns

The results of transforming the customer journey to a digital and compliance-first approach reach far beyond having better oversight of data and an improved customer experience. There are real operational and capital efficiencies at play.

Chartis RiskTech 100

This report by Chartis Research follows a rigorous evaluation of 100 vendors and provides Financial Institutions with a valuable assessment and benchmarking tool. Providers are evaluated and ranked based on product functionality, strategy, core technology, innovation, customer satisfaction and market presence.

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Empowering ABN AMRO to Deliver Digital KYC

ABN Amro talks with Fintech Finance at SIBOS about why they now partner with Fenergo to address their KYC and digital transformation challenges.

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See Real ROI Benefits with Fenergo from Chartis

The model is based on detailed data sets, including interviews with COOs, Head of Project and Program Management Strategy, and Managing Directors of Risk and Compliance; and an extended survey of 500+ institutions.

Aite Report Ranks Fenergo Best-in-class for CLM

This report focuses on the API-approach and workflow innovation & Fenergo's community-based approach to product development, depth of regulatory expertise and pre-packaged data solutions.

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