Retail Banking

Digitally manage all client journeys across all channels and products to deliver faster, simpler and more consistent client experience

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).

 

  

Resources

Brochure

Digital Client Lifecycle Management for Retail Banks

Empowering retail banks to deliver simple, consistent and personalized customer journeys across multiple channels, products and jurisdictions through a single client view, greater operational efficiencies and faster time to revenue and compliance. Future-proofed with bank-led functionality and regulatory quarterly updates.

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Brochure

Know You Customer

Fenergo’s Know Your Customer (KYC) efficiently manages all KYC and regulatory compliance requirements throughout the entire client lifecycle, including regular, ad-hoc and event-triggered reviews, as well as data and documentation refreshes.

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"Banks in commercial and retail banking are experiencing unprecedented change as challenger banks crowd the market and regulation increases in complexity.

Fenergo’s out-of-the-box CLM solution is perfectly placed to enable banks to onboard new customers faster, improve customer experience and lead the charge in the fight against financial crime.” 

James Follette, Global Head of Commercial and Retail Banking, Fenergo

Why ChooseFenergo

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

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Reduction in onboarding times

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Saving in audit cost with out of the box functionality

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ROI on Technology

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