Commercial, Business & Retail Banking

Digitally manage all client journeys across all channels, across all products

Fenergo Client Lifecycle Management empowers commercial, business and retail banks to:

 

Deliver a simple, consistent and personalized digital customer journey across multiple channels, products and jurisdictions.

 

Generate greater operational efficiencies and faster time to revenue

 

 Ensure compliance throughout the client lifecycle with Compliance by Design 

 


Client & Employee Experience: Simple, COnsistent and Personalized

Fenergo CLM puts the customer at the very centre of the banking experience, improving overall client experience and significantly improving the employee experience with:

    • Multi-channel client and employee journeys from any channel through all compliance, credit, legal and onboarding processes.
    • API-enabled, 360º single client view across all channels, functions, business lines and jurisdictions.
    • Better customer interactions (reduction in repeated requests for information from and reduced need to rekey duplicated information)

 

 

Greater operational Efficiencies & Faster Time to Revenue 

Fenergo delivers a significantly simplified and automated client lifecycle management journey through out-of-the-box and highly configurable:

    • Advanced Process Master that ensures processes are full automated and integrated with full transparency and auditability, providing greater operational control.
    • Straight Through Processing (STP) that is underpinned by AI and RPA technologies enabling tight orchestration across all products, clients, jurisdictions and across the end-to-end client lifecycle.
    • Inbuilt Service Level Agreement (SLA) capabilities allowing for automatic trigger alerts and escalation processes in a real-time environment.

 

 

Compliance by Design 

Fenergo CLM offers banks the ability to implement Compliance by Design, a systematic approach to integrating regulatory requirements into automated tasks and processes (BCG, 2017).

    • Regulatory Master on a single platform to manage all compliance and KYC obligations across 70+ jurisdictions for every banking client.
    • Compliance throughout the Client Lifecycle with regular and event-driven reviews.
    • Community-based, future-proofed compliance ahead of implementation deadline without additional licencing or development costs (via access to Fenergo’s Global Regulatory Forums and direct input into Fenergo’s Regulatory Roadmaps).

 

  

 

Why ChooseFenergo

0

of the top 50 banks in the world using the Fenergo platform

0%

Reduction in onboarding times

0%

Saving in audit cost with out of the box functionality

0%

ROI on Technology

"Fenergo has proven that it can offer the advantages of a collectively engaged client community whose feedback has direct input into its regulatory and product roadmaps, allowing firms to comply with any new regulation from Day 1 and ensuring continued compliance throughout the client lifecycle."

Sid Dash, Research Director at Chartis Research

Fenergo CLM for Commercial, Business & Retail Banking

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

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