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Client Lifecycle Management for Retail Banking

Customer Lifecycle Management for Retail Banking

Digital transformation that delivers a superior customer experience, greater operational efficiencies and sustained competitive advantage.


  • Automated AML and KYC due diligence
  • 口座開設の最適化
  • Superior customer experience
  • Scalable cloud technology.
Fenergo
Fenergo Intro Video

Transform & Streamline Customer Onboarding

Customers’ expectations are constantly growing and they demand a seamless digital experience. Banks not only need to complete their current digital transformation initiatives but also take them a step further by leveraging the latest, scalable technology which will future-proof them beyond current trends and customer expectations.

Additionally, banks are competing with new digital entrants who are positioned to offer streamlined, efficient onboarding and a wider variety of products.

With a primary focus on cash and lending products, retail banks must prioritize efficient account opening and accelerate lending timelines.  

The KYC & onboarding process offers you the chance to create a valuable first impression with your customers. This needs to be efficient, secure and customer-centric.

Fenergo Customer Lifecycle Management (CLM) enables retail banks to automate and straight through process onboarding and KYC due diligence processes at scale.  Leveraging integrations to market leading providers across open banking, entity screening and credit bureaus to straight-through process customer lifecycle events.

Redesign the Retail Banking Experience

Fenergo CLM leverages the latest in cloud technology including artificial intelligence and straight-through processing to create a flexible and modern banking experience, while ensuring consistent service quality during peak times or rapid growth phases.

1

Automation First Approach

Shifts the focus away from complex, repetitive work to create a more satisfying work environment for employees. Fewer mistakes leads to improved accuracy and reliability for customers.

2

Faster Time to Revenue

By reducing onboarding times and abandonment rates during account opening and lending, retail banks can achieve a much faster time to revenue.

3

Build Brand Reputation & Customer Loyalty

Faster, more secure digital onboarding enhances brand reputation and nurtures customer loyalty.

4

Unlock Revenue Opportunities

Enhanced brand reputation, greater customer insights and flexible product portfolios enables account growth opportunities and attracts new business with a greater competitive advantage.

5

Cost Reduction

Built on AWS Cloud, Fenergo clients experience substantial savings, while still being empowered with the latest features and technology. Fenergo’s no code configuration drastically reduces application, support and configuration costs.

Fenergo CLM for Retail Banks Features:

Automated Due Diligence Processes

Simplify and accelerate your KYC process using Fenergo’s automated due diligence solution. Automated AML screening, risk assessments, ID&V and data sourcing not only simplifies your due diligence process, but also provides robust compliance at speed and at scale.

Channel Agnostic Platform (API First)

Fenergo’s open API architecture enables retail banks to provide their customers with a consistently superior experience. Clients can choose to use the Fenergo UI or use simply use Fenergo to drive a channel UI of their choice.

Automated Customer Journeys

Fenergo CLM enables banks to provide automated, seamless and compliant digital account opening and lending services. Where needed, applications are expedited through straight-through processing capabilities, empowering retail banks to delight their customers during every stage of their relationship.

Digital Self Service Channels

Including digital identification and verification (ID&V), eSignature and an omni-channel approach to digitally source information from the customer.

Centralized Ecosystem

Utilizing Fenergo’s API-first architecture and integrating customer communication channels into Fenergo’s centralized CLM platform provides a secure, modernized ecosystem that avoids repetitive, time-consuming work.

With Fenergo CLM, bank teams are connected across multiple channels throughout the onboarding, and across the customer lifecycle, creating a single source of truth for your organization.

Enterprise-Wide, Single Customer View

Fenergo CLM delivers an enterprise-wide, single customer view that ensures clean, centralized customer data and documentation are maintained throughout the customer lifecycle journey. This central repository enables customers and bank employees the ability to work off one record and is available for consumption by other applications within the banking ecosystem.

Fenergo のSaaSソリューション

Fenergoの一連のSaaS ソリューションをご確認ください

Fenergo顧客確認 (KYC)

FenergoのESG コンプライアンス

Client Onboarding

Know Your Customer | Fenergo

詳細について

Contact us and find out how Fenergo CLM for Retail Banking can deliver an exceptional customer experience through increased operational efficiencies.

Bank ABC - Fenergo Client

How Fenergo Can Help

Faster Onboarding

Streamlined and automated workflows that support Know Your Business (KYB) and anti-money laundering activities to combat financial crime.

Risk Monitoring

Ensure continuous compliance through automated monitoring of customer behaviour and event-driven updates to customer profiles, ensuring accurate, up-to-date KYC records.

Digital Experience

Provide a digital experience for your customers and merchants allowing them to submit their KYB data in a frictionless manner, reducing the number of unnecessary touchpoints.  
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Explore Fenergo's Solutions

Know Your Customer / Business

Digitalize the end to end KYC/B process for clients and merchants throughout the entire lifecycle. Simplify and automate due diligence with pre-packaged KYC/B rules and workflows, ensuring effective due diligence and regulatory compliance.

Learn more

Client / Merchant Onboarding

A single, integrated onboarding solution to connect stakeholders and provide a single merchant view. Streamline and automate end-to-end onboarding journeys, including KYC/B and risk, digital outreach, risk assessment and PEP and sanctions screening.

Learn more

Know Your Customer | Fenergo

Detect suspicious activity in real-time, trigger alerts, investigate results and report financial crime to authorities. Transform transaction monitoring effectiveness, reduce false positives and manage risk exposure to combat Money Laundering and Terrorist Financing.

Learn more

CLM for Salesforce

Provide Relationship Managers with real-time visibility over the end-to-end onboarding process directly from Salesforce, leveraging automatic updates & streamlined outreach, eliminating the reliance on ineffective email updates and duplicate requests for information.

Learn more

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Advisory, Data & Product Partners

Fenergo partners with a host of market-leading advisory, implementation, data and product partners to create an end-to-end ecosystem of services and solutions for our clients.

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Dramatically Improve Operational Efficiencies
Fenergoは、下記を実現します。
Transform the Onboarding & Lifecycle Experience
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