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Regulatory Client Outreach

Regulatory Client Outreach

Fenergo Regulatory Client Outreach enables financial institutions to automate the client outreach process necessitated by new or changed regulatory compliance obligations, ensuring a fully tracked, efficient and client-centric approach to collecting data and documentation.

Fenergo Regulatory Client Outreach is a fully optimized solution that enables financial institutions to automate and efficiently manage the end-to-end client outreach process, enabling financial institutions to:

  • Automatically generate in-scope client lists
  • Efficiently manage client outreach communication
  • Process, track and report on incoming responses in real-time
  • Perform regulatory refresh and ensure client lifecycle management
  • Conduct ongoing client data remediation easily.

Standalone or integrated with Fenergo’s suite of Client Lifecycle Management solutions, Fenergo Regulatory Client Outreach provides a clear link between achieving outreach efficiencies and meeting compliance deadlines on time, whilst delivering the highest levels of client experience. 

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Regulatory Client Outreach

Efficiently automates the collection, tracking and processing of client data & documentation for evidencing compliance.

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Regulatory Client Outreach & The Path to Compliance

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