Fenergo Client & Investor Lifecycle Management enables Transfer Agents & Fund Administrators to deliver a digitalized, enhanced client and investor-led lifecycle experience by digitally transforming manual compliance processes into user-friendly, automated end-to-end workflows. Equipped with a number of real-time dashboards, Fenergo provides a snapshot-view of summary and detailed information across the business at any one time.
Uniquely designed in partnership with our financial services client community, Fenergo Client & Investor Lifecycle Management enables Transfer Agents and Fund Administrators to place both the client and the investor at the epicentre of all business processes.
The end-to-end solution delivers consistent, regulatory-driven, digitized workflows underpinned by a true 360º Client and Investor view, reducing manual effort and ensuring full compliance throughout the client and investor lifecycle.
Some key features of the workflows include Fenergo’s sophisticated Legal Entity Hierarchy Manager (which gives a full illustrated view of all of association types and ownership structures) and Fenergo’s Automated Risk Assessment (which enables multiple risk models and easily configurable risk factor weightings).
Benefits for Transfer Agents & Fund Administrators:
Simplified Client & Investor Onboarding
Streamlined orchestration of Investor journeys across multiple functions, business lines and jurisdictions
Enhanced Client & Investor Experience
Empower Investors with Digital Self-Service Channels with secure data and document exchange, Digital ID&V and eSignatures
Compliance by Design
Streamlined Rules-Driven Compliance across AML, KYC, Tax and Data Privacy with Automated Screening
Improved Revenue Generation with Regulatory & Brand Protection
Re-use existing data and documentation for future Client and Investor onboards, cross-sell and upsell purposes (360º Investor View)
Client Lifecycle ManagementFor Asset Management
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
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.