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
Fenergo CLM puts the customer at the very centre of the banking experience, improving overall client experience and significantly improving the employee experience with:
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:
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).
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.Download Now
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.Download Now
"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
of the top 50 banks in the world using the Fenergo platform
Reduction in onboarding times
Saving in audit cost with out of the box functionality
ROI on Technology
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’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 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 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 expands into Asset Management
Fenergo and Delta Capita Partner to Bring CLM Services