Transform the Client & Investor Experience
Asset Management firms have an opportunity to protect their margins and gain competitive advantage by improving operational efficiencies and strengthening their client and investor relationships. Their need to manage a growing volume of work, increase speed to revenue, meet regulatory obligations and transform the customer experience are all challenges that onboarding technologies are designed to solve.
Fenergo Client Lifecycle Management (CLM) for Asset Managers drastically reduce onboarding times, automate siloed manual processes and codify complex regulatory requirements, enabling businesses to deliver a truly optimized, efficient and transparent process from initial onboarding, through all touchpoints in the client and investor lifecycle.
Key Features & Functionality
Simplified Client & Investor Onboarding
Via a dynamic, rules-based workflow that is supported by an in-built risk assessment tool.
Digital Self-Service Channels
Including digital identification and verification (ID&V), eSignature and an omni-channel approach to digitally source information from clients and investors directly.
Multi-Level Management Information Dashboards
Providing visibility for executive, operational and client relationship employees.
AML/KYC & Regulatory Policy Engine
Providing consistent application of AML, KYC, tax and data privacy regulatory frameworks across the enterprise.
Automated Client & Investor Screening & Data Sourcing
Powered by advanced API integrations with industry-leading data and screening providers.
360° Client & Investor View
Providing clear visualization of ultimate beneficial owners (UBOs) and complex fund structures, enabled by centralized data and API data integrations.
Find out how Fenergo CLM can deliver an exceptional client and investor experience for your business.