Management Intelligence & Analytics
Fenergo Management Intelligence & Analytics transform Client Lifecyle and Compliance data into powerful views and actionable insights in real-time
Fenergo’s Management Intelligence & Analytics suite helps financial institutions to efficiently measure and manage the end-to-end client lifecycle process, illustrating a fully auditable process at any given point-in-time.
This suite of advanced reporting and dashboard functionality provides real-time visibility of data and processes across regulatory compliance, onboarding, client data and document management and ongoing due diligence and client maintenance. Easy to use and configure, Fenergo Management Intelligence & Analytics gives financial institutions the ability to slice and dice data on-demand, enabling deep data and process analysis to take place.
Fenergo Dashboards – Enhanced Visual Analytics at a Glance
Fenergo’s Management Intelligence & Analytics suite comes equipped with a suite of powerful, content-rich dashboards that enable financial institutions to transform data into actionable insights through visual analytics that make data impactful! Fenergo’s suite of out-of-the-box dashboards provide a high-level overview of key performance metrics, illustrating case, workflow and regulatory activity at a glance.
Fenergo Reporting – Pre-Defined & Customized Reporting & Analysis
Fenergo’s Management Intelligence & Analytics suite offers several out-of-the-box reports, with the ability to customize or build new reports with easy-to-use Report Builder tools. The pre-defined reports can span a number of areas including user activity, case overview and progress, client overview, compliance status and risk assessment etc. The solution provides a drill-down facilitate for reports, as well as a full audit history of all activities with date- and time-stamps, which is extractable via a report.
Fenergo Management Intelligence & Analytics can easily integrate with the full Fenergo Client Lifecycle Management solution suite, as well as the bank's other internal systems to push updated data to these systems.
CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS
We chose Fenergo to support regulatory onboarding across our Global Banking and Markets division. We wanted a solution that would support an efficient onboarding experience for all of our customers.
Nicola Ray Smith Managing Director, Global Capital Markets Scotiabank
We chose Fenergo’s solutions because they will enable us to meet the increasing complex regulatory frameworks with an efficient and client-centric onboarding experience.
John Healy Managing Director, Head of Capital Markets Operations SunTrust Robinson Humphrey
Fenergo’s Regulatory Onboarding solution provides us with an additional level of flexibility and enhances our ability to prioritize our compliance initiatives.
Erica Benjamin Managing Director for Client Onboarding BMO Capital Markets
Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe
Emma Rey Gállego Head of Customer Experience-Onboarding in CIB BBVA
We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.