Request Demo
Capital Markets - Investment Banks

Capital Markets

Fenergo's solution enables investment banks to adopt a lifecycle approach to managing clients, facilitating new data take-on, initial compliance, onboarding and regular & event-triggered compliance refreshes.

Capital Markets / Investment Banks

Global investment banks are caught between a rock and a hard place – between constantly changing regulation, the need to constantly collect, process and update client and counterparty data in the midst of a disparate data management internal landscape, all of which results in a lengthy, fragmented onboarding process.

Fenergo’s Client Lifecycle Management solutions provides a rules-driven, risk-based approach to onboarding clients and products efficiently and compliantly with a range of regulations spanning multiple jurisdictions, based on a clean data repository of all client and counterparty data.

Furthermore, the solution enables investment banks to adopt a lifecycle approach to managing clients, facilitating new data take-on, ad-hoc and event-triggered compliance refreshes and supporting up-sell and cross-sell opportunities.

Fenergo’s Client Lifecycle Management software solutions deliver:

  • 20% increase in operational efficiencies in onboarding and client management processes
  • 30% reduction in client onboarding time, faster time to revenue
  • 20% reduction in audit-related costs
  • Improved client experience
  • Streamlined compliance for greater control.

Useful resources

Client Lifecycle Management Brochure

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

Read more

WhitepapersDownload

Client On-boarding: A Best Practice Guide

download

BrochuresDownload

Client & Counterparty Data Management

download
TOP