Enabling private banks and wealth managers to digitalize complex onboarding processes, increase operational efficiency and deliver a streamlined client experience across the client lifecycle.
Optimized & digitalized client experience
Up to 80% of existing client data can be re-used for new account requests and regulatory obligations, minimizing the need to perform client outreach. Clients can easily self-serve with existing client portals or Fenergo Client Portal, enabling one-time and convenient collection of information.
Regulatory compliance for complex requirements
Fenergo CLM delivers regulatory assurance across financial crime, tax and other compliance obligations. In collaboration with our 80+ financial services clients, Fenergo regulatory experts continuously monitor the regulatory landscape, future-proofing against new and evolving regulations.
Faster time to revenue with increased operational efficiencies
Frees up relationship managers and other employees from performing administrative tasks to focus on providing higher value personalized interactions with customers (e.g. cross-sell and upsell products and services).
Reduced total cost of ownership
Fenergo SaaS reduces the costs of managing and maintaining the CLM technology infrastructure and cost to change budget, reducing application, support and configuration (no-code config) costs.
Fenergo Client Lifecycle Management (CLM) is a no-code SaaS solution, which enables Private Banks and Wealth Managers to create a digital and operationally efficient client onboarding process, whilst empowering teams to optimize client relationships and provide a personalized client experience.
This solution enables your organization to minimize operational overhead and remain in compliance with the ever-changing regulatory landscape.
Fenergo’s CLM SaaS solution streamlines the client onboarding, ongoing maintenance and periodic review processes across multiple channels within your operational ecosystem, connecting relationship managers, middle and back-office users throughout each client journey.
Fenergo CLM empowers your users to streamline the execution of operational and compliance processes directly from their channel of operation, providing real-time visibility of the client application through every stage of the client lifecycle to every stakeholder.
Exceed your clients’ digital expectations by delivering frictionless client outreach through integration with internal and/or Fenergo client portals, providing secure data and document exchange, e-signature, and integrated biometric ID&V capabilities via our industry leading partners.
API-first, Fenergo CLM seamlessly integrates to existing technology ecosystems to provide a single, consolidated view of your clients, from front to back office. Existing client data and documentation can be reused to facilitate expedited reviews and relationship extensions, thereby, maximizing positive client experience, whilst minimizing operational burdens.
Fenergo CLM for Private Banks & Wealth Managers delivers regulatory compliance across a number of different regulatory frameworks, spanning 120+ jurisdictions.
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Find out more
Contact us to learn more about how Fenergo CLM transforms how private banks and wealth management firms onboard and manage clients.