Digitally transform your client management and compliance operations with AI-powered CLM from Fenergo, reduce the total cost of ownership and streamline operations.
BNP Paribas’ groundbreaking One KYC Initiative - for collecting, storing and maintaining information and documents for Know Your Customer (KYC) and Client Onboarding - has transformed how the Bank serves its corporate and business clients globally.
As one of the largest financial services firms in the US, StoneX wanted to offer a better client experience. It selected Fenergo to digitalize client onboarding and KYC processes, which resulted in increased operational efficiencies that is transforming the client experience, thereby unlocking revenue potential.
In implementing Fenergo KYC & Onboarding, Mizuho Americas modernized its client onboarding processes, creating a single centralized repository for data and documentation, reducing onboarding times and expediting client due diligence.
CLM serves as an exhaustive architecture that evaluates each stage of customer engagement with a financial institution. It extends beyond traditional CRM systems by offering meticulous analytics that detail each facet of the client's journey through the lifecycle.
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The financial industry is on the brink of a watershed moment, and the future of CLM undeniably lies in AI. It's no longer a question of whether to adopt AI, rather how to implement it safely and effectively.
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AI and other automation processes create a systematic solution that streamlines CLM. Doing this transforms routine tasks. In turn, this allows human resources to focus on more valuable initiatives.
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