Private Banking - Wealth Management

Digitalize complex client onboarding processes and deliver a streamlined client experience across the entire client lifecycle.

Fenergo digitalizes the client lifecycle management process for private banks and wealth managers into a fully automated, seamless and efficient process that significantly enhances the HNW client experience.

Fenergo CLM delivers the following benefits: 

Streamlined Client Experience: Frictionless, Digital Client Journeys
  • Enhance collaboration across the front, middle and back office 
  • Expedite processes across the client lifecycle with centralised client data 
  • Provide clients with secure data and document exchange through digital self-service channels 
Increased Operational Efficiency across the Client Lifecycle
  • Reduce the need for human interaction and allow simpler integration to current and future multi-channels with Straight-Through Processing
  • Ensure that all processes are designed around automation and integration with Process Master 
  • Capture, visualize and analyze complex ownership structures in an intuitive and user-friendly manner with Hierarchy Manager
Improved Revenue Generation with Regulatory & Brand Protection 
  • Ensure future-proofed regulatory compliance across your organization with a single platform to manage all compliance and KYC regulations 
  • Automate the regulatory review process and enable continued compliance with in-scope regulations throughout the client lifecycle
  • Gain a greater competitive advantage through faster onboarding times and increased client referrals
  • Improved Client Experience
  • Faster Time to Revenue
  • Increased Operational Efficiency
  • Enhanced Regulatory & Brand Protection

Read More

  • 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.

Download Now