Digital Client
Orchestration

Enable OmniChannel Client Onboarding with Fenergo Digital Client Orchestration

A recent Fenergo survey found that over one-third of banks have lost customers due to inefficient or slow onboarding, costing $10bn in lost revenue per annum.

To counter this challenge, Fenergo has launched Digital Client Orchestration, to connect front, middle and back office systems, providing a single, connected client journey through all internal approval processes, ensuring fast, compliant onboarding from any front-end channel, including mobile, web, desktop and in-person.

With Fenergo Digital Client Orchestration Financial Institutions can:


Build high-value relationships and radically improve customer experience: 
Provide a superior customer experience from the start - establishing excellence, convenience and efficiency. Increase conversions and build brand loyalty, while decreasing time-to-transact or trade and the risk of customer churn.

 

Improve operational efficiencies by up to 82%:
By automating workflow rules to eliminate data entry or human errors first-time, saving time and effort, and expediting the onboarding process. 

 

Faster Time to Revenue and Improved Customer Lifetime Value (CLV):
With quicker onboarding times, customers are transacting sooner, delivering faster time to revenue. Employees are freed up from admin tasks to focus on providing more value-add services.

 

Ensure Compliance by Design Throughout the Client Lifecycle:
Fenergo offers a comprehensive, purpose-built, packaged software solution for regulatory compliance across 70+ jurisdictions globally and spanning global and local rules and regulations around AML/KYC, Tax (FATCA, CRS, 871M), OTC Derivative Rules, MIFID II rules and data privacy regulations e.g. GDPR etc. providing the most appropriate solution for the market.

  

Features & Capabilities

  • API-first approach & Integrations

    Integration with a host of front-end and client-facing solutions, ID&V and eSignature technologies and AML/KYC data providers

  • Centralized data management

    Re-use up to 75% of existing information by centralizing customer data and documentation. Capture once, re-use many times

  • Enhanced Visibility, Sophisticated Case Management

    Visibility and transparency for end-to-end client journey to all stakeholders, with quick & efficient execution. Channel & hand-off point can vary as necessary (self-service to assisted)

  • Regulatory Rules Engine

    70+ jurisdictions covered, including data privacy laws

Delivering A TrulyDigital Customer Journey

Digital Client Orchestration connects front, middle and back office systems, providing a single, connected client journey through all internal approval processes, ensuring fast, compliant onboarding from any front-end channel, including mobile, web, desktop and in-person.

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Discover Digital Client Orchestration

Brochure

Digital Client Orchestration

Delivering a truly digital customer journey, driven by Fenergo’s industry-leading Regulatory Rules Engine, re-inforced with industry data, accessed from any channel.

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Webinar

Digital Client Orchestration Webinar

Register now for the webinar and see how Digital Client Orchestration connects front, middle and back office systems, enabling you to deliver the digital experience your customers deserve and want.

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