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:
Improve operational efficiencies by up to 82%:
Faster Time to Revenue and Improved Customer Lifetime Value (CLV):
Ensure Compliance by Design Throughout the Client Lifecycle:
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.Watch Now
Discover Digital Client Orchestration
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.Download Now
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.Register Now
CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS
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
Our strategy is based around serving our clients’ needs, and our internal agility is central in this respect. By enhancing our processes through digital systems such as Fenergo’s CLM platform, we aim to provide the best possible experience, and ultimately the best possible financial solutions to our clients.
Marc Vincent Global Head of Corporate & Investment Banking, Natixis
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 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.
Nicola Ray Smith Managing Director, Global Capital Markets, Scotiabank
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
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, ABN AMRO
Fenergo Deploys On Demand Regulatory Rules