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Buy Side Markets - Client Lifecycle Management

Buy Side Markets

Fenergo suite of Client Lifecycle Management solutions enable buy-side firms to meet the requirements of a vast range of regulatory obligations from KYC/AML to tax Compliance to OTC Derivatives.

Buy Side Markets

Keeping pace with a growing volume of regulatory demands and the impacts it has on data management, workflow and operating models continues to be a major focus for the buy-side.

Fenergo suite of Regulatory Onboarding and Client Lifecycle Management solutions enable buy-side firms to meet the requirements of a vast range of regulatory obligations – from Know Your Customer and Anti-Money Laundering regulations, to tax compliance demands such as FATCA, CRS, CDOT, to OTC Derivative Reforms like Dodd-Frank, EMIR, to AIFMD and market reform rules like MiFID II.

Fenergo’s intelligent Regulatory Rules Engine helps asset managers to determine the regulations in scope (based on initial client data) and what is required to support these regulatory obligations (e.g. classifications, risk assessments, KYC questions, data and documentation etc.).

To evidence and support the regulatory compliance remit, Fenergo’s Data Integration Manager and Client & Counterparty Data Management solutions help financial institutions to source data and documentation from numerous data providers or re-use data and documentation already held in internal IT systems, and cleanse, remediate, govern and deliver this golden source data to the right internal systems.

Our world-class onboarding workflows enable buy-side asset managers and fund managers to orchestrate this entire process all the way through to an efficient onboarding process, ensuring a streamlined cross-functional approval process.

Fenergo’s Client Lifecycle Management solution helps buy-side firms to ensure compliance throughout the client’s lifetime through regular and event-driven KYC reviews and data refresh processes.

Furthermore, positive, efficient initial onboarding experiences encourage client retention and future onboarding experiences, paving the way for upselling and cross-selling of offerings for clients.

Highly configurable, the Fenergo solution suite enables buy-side firms to keep up with evolving regulatory demands without the need for heavy IT intervention. 

Useful resources

Client Lifecycle Management Brochure

Automates the end-to-end client lifecycle management process from compliance, data, onboarding and ongoing reviews.

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Regulatory Onboarding – The Fenergo Way

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Surviving The Perfect Storm: Making the Case for Client Lifecycle Management

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