Client Lifecycle Management Solutions
Fenergo’s suite of Client Lifecycle Management solutions enable banks to expedite compliance, enhance operational efficiencies, improve time to revenue and overall client experience
As the industry leading provider of Client Lifecycle Management solutions, Fenergo takes a unique approach regulatory onboarding and client data management.
Built upon four core product pillars (Enterprise AML/KYC Compliance Management, Client & Counterparty Data Management, Client Onboarding & Lifecycle Management and Digital Transformation & Automation), Fenergo’s rules-driven enterprise platform is designed to help financial institutions to:
- Onboard clients quickly and efficiently, improving time to revenue for the bank;
- Comply with a broad range of global and local regulations, spanning AML/KYC, tax (FATCA, CRS, 871M), OTC Derivatives (Dodd-Frank, EMIR, Margin Requirements, Canadian & APAC regulations) and Market Reform rules (MiFID II);
- Centralize and manage all client and counterparty data and documentation to evidence compliance regulations (including integration with market data providers);
- Ensure compliance throughout all lifecycle events (including new product onboarding, regular KYC reviews and event-triggered reviews);
- Deliver a superior client service through advanced digitalization technology offering convenience and flexibility to clients.
Fenergo has built a close community around its client base through various client engagement programs (such as its Client Advisory Board, Regulatory Forums and User Groups) to ensure a constant industry dialogue is maintained and to ensure alignment between our solutions and our clients’ greatest regulatory, operational and digitalization needs.
CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS
“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 Scotiabank
“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
“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 to support regulatory onboarding across our Global Banking and Markets division. We wanted a solution that would support an efficient onboarding experience for all of our customers.”