Introducing a game-changing, cloud-based version of Fenergo’s multi-award-winning Client Lifecycle Management (CLM) platform for rapid, digital and compliant account opening and customer journey management.
Now for mid-size banks, you no longer need to buy differing point to point solutions or deal with multiple vendors. We have created a comprehensive, one-platform solution just for you.
Validated by the world’s leading banks, our regulatory policy rules and content, coupled with pre-configured and add-on integrations for CRM, data, screening and core banking, allow you to rapidly deploy a superior digital customer experience (CX) with reduced implementation costs in a matter of weeks.
- Digital account opening
- Best in class AML/KYC and regulatory rules engine
- Straight through processing and risk that is managed by exception
- World-class out-of-the-box and add-on integrations across with leading CRM, entity data, screening, transaction monitoring and core banking systems providers
- Faster implementation in 6 – 12 weeks
- Up to 300% ROI (over 3 years)
With Fen-Xcelerate, you can:
Build High-Value Relationships and Radically Improve Client Experience
Efficient digital experience, reducing the number of times clients need to be contacted to supply KYC information
Deploy Rapidly with Little-to-No Configuration
Pe-configured by design, rapidly deploy a tailor-made solution, greatly reducing implementation costs
Reduce your Regulatory Risk Throughout the Client Lifecycle
Future-proofed, packaged regulatory solution for AML / CTF, CDD / KYC, BSA, tax, data privacy, and regulatory compliance rules for 100+ jurisdictions
Improve Operational Efficiencies by up to 600%
A proven and tested platform. Automating workflows, re-using data and documents and streamlining onboarding and maintenance processes saves time, effort and cost
Revolutionize CustomerJourneys with Fen-Xcelerate
Why Choose Fen-Xcelerate?
of banks surveyed, blame increasing/ evolving regulation for longer onboarding
of banks surveyed hold single customer’s KYC or AML data & documentation on 5 or more systems
of banks surveyed have lost customers in the past to digital-first disruptive competitors
of banks surveyed agree they need to radically transform, to compete with digital-first neo banks
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
The Death of Traditional KYC
Digital KYC - Transforming the Customer Journey