Transform Client & Compliance Operations
Operational efficiencies are a significant challenge for Corporate & Institutional banks (C&IB), as their competitors gain ground through digital transformation. Financial institutions need to navigate between delivering more efficient onboarding and enhanced client maintenance experiences, while facing the threat of ever-increasing fines for regulatory non-compliance.
Fenergo Client Lifecycle Management (CLM) is a cloud-native, SaaS-based solution that enables Corporate & Institutional Banks to onboard complex clients quickly and efficiently, delivering an exceptional client experience, whilst complying with all financial crime and compliance obligations throughout the client lifecycle.
"The rapid growth of Mizuho Americas prompted us to look ahead to a more scalable solution that can handle our expanding client data set and an increasingly demand regulatory environment across the many markets in which we operate. It became obvious that choosing a partner company like Fenergo that specializes on the entire client lifecycle management was a good strategic decision for Mizuho."
Fenergo CLM for C&IB Delivers
Fast Onboarding of Complex Clients
Fenergo CLM allows the onboarding and maintenance of multiple accounts for complex legal structures. Client onboarding is fast and efficient.
A Single Client View Across the Enterprise
The solution promotes digital client data and document capture through advanced integrations with leading data and screening providers. It offers a digital client portal to capture outstanding information and centralizes all client information for future re-use.
Future-Proofed Financial Crime & Regulatory Compliance
Fenergo CLM supports compliance obligations across a wide range of regulations including AML/CTF, Tax (US Tax, AEOI/CRS, OTC Derivative Reform and Investor Protection etc.) It creates a holistic single client view that is used to accurately measure client risk. The solution enables the streamlined onboarding of low-to-medium risk clients, allowing financial institutions to focus key resources on serving higher risk or higher value clients.
Digital Client Journeys Throughtout the Client Lifecycle
Fenergo CLM offers tight, digital orchestration between internal stakeholders to ensure that client journeys are seamless and frictionless from initial onboarding through to ongoing KYC reviews, and through every client event that happens in between.
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See how Fenergo Client Lifecycle Management solutions can transform your corporate and institutional business.