Why Digitalization is the way forward for Private Banking & Wealth Management
Head of Private Banking and Wealth Management, Steve D'Souza, explains how High Net Worth Clients (HNWC) no longer have to endure extensive, face-to-face client onboarding meetings. Digitalizing client onboarding for HNWC streamlines the process effectively and efficiently, ensuring a positive client experience with no stress and in less time.Read The Blog
Fenergo Expands into Private Banking and Wealth Management
Steve D’Souza appointed to lead Fenergo’s new division to drive expansion and facilitate further growth into new market segments.Read The Announcement
Digitalizing the Client Lifecycle for Global Wealth Management
In this paper, we examine the core challenges facing the private banking / wealth management sector – namely challenges around Regulatory Compliance, Client Data Management and the Client Onboarding Experience.Download Now
Client Lifecycle Management for Private Banking
Fenergo Client Lifecycle Management enables Private Banks and Wealth Management firms to onboard complex, high net worth individuals (HNWIs) compliantly and efficiently.
CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS
Fenergo’s Regulatory Onboarding solution provides us with an additional level of flexibility and enhances our ability to prioritize our compliance initiatives.
Erica Benjamin Managing Director for Client Onboarding BMO Capital Markets
Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe
Emma Rey Gállego Head of Customer Experience-Onboarding in CIB BBVA
The global regulatory challenge is one that continues to evolve and grow. It’s more of a journey than a destination. Therefore, it is important to find the right solutions partner to travel along that journey with you and provide the guidance needed to navigate the path ahead. We found such a partner in Fenergo
Faham Rashid Director, Operations & Technology for Global Banking & Markets division of Scotiabank
We chose Fenergo for both their deep, out-of-the-box CLM functionality and their v8 technology that is a good fit with our own modernized technology landscape. I look forward to working with the Fenergo team and their wider client community to input into the continually evolving product and regulatory roadmaps
Bernard Gavgani Global Head of CIB IT and Operations BNP Paribas
We chose Fenergo’s solutions because they will enable us to meet the increasing complex regulatory frameworks with an efficient and client-centric onboarding experience.
John Healy Managing Director, Head of Capital Markets Operations SunTrust Robinson Humphrey
We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.
Helène Erftemeijer, bank-wide responsibility for CDD, client master administration and regulations with ABN AMRO
In The News
Fenergo Ranks as Highest Dedicated CLM Vendor
Fenergo and Delta Capita Partner to Bring CLM Services