Unlock Data. Deliver a Single Data Universe.

Unlock data siloes and transform client and investor journeys with Fenergo Client Data Master.

Fenergo Client Data Master is a centralized data system that seamlessly integrates with leading data and screening providers, as well as a host of KYC utilities around the world. It automates the acquisition, cleansing, remediation and routing of customer data and documents, saving the time, energy and inconvenience involved in collecting this information from clients.

Download Client Data Master

Fenergo Client Data Master enables financial institutions with:

Centralized Data

Centralized data promotes future re-use of up to 80% of client and counterparty information

Digital Data Capture

Digitalized collection of client information through Fenergo or integration with your firm’s portal

API Integrations

API integrations with industry data and screening providers create a golden source of data

OCR & NLP for Docs

Auto-recognition, extraction and classification of relevant client information from documents 

Our Solutions

  • API-Connect
  • Intelligent Document Processing
  • Digital Self-Service Channels
  • Data-Connect
  • Centralized Data Management
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Connect Seamlessly to Data Systems for Omni-Channel Client Journeys

Fenergo API-Connect uses advanced APIs to integrate with an expansive range of front-end systems. It automates the retrieval, verification and processing of customer information from external sources and integrates with e-signature vendors to automate the contract signing process. Fenergo’s rules-driven approach automatically guides the customer journey across a variety of channels, enhancing the client experience and the integrity of data capture.

With Fenergo API-Connect, financial institutions can:

  • Deliver true omni-channel client journeys from the channel of the customer’s choice
  • Improve operational efficiencies by up to 82% with automated workflows
  • Seamlessly integrate with a host of front-end and client-facing solutions to ensure a smooth process
  • Effectively manage and centralize data to maximize re-use for cross-sell and up-sell
  • Ensure compliance throughout the client lifecycle through any and every channel.
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Real-Time Recognition, Extraction & Classification of Document Data

Fen-Docs is an intelligent document automation solution that enables real-time recognition, extraction and classification of data from documents, reducing costly manual processing, and simplifying Client Lifecycle Management events. The documents processed can be in different formats, such as text or image-based documents.

Fen-Docs enables financial institutions to:

  • Upload documentation through a combination of ingestion points (single and bulk uploads, email uploads etc.)
  • Automate classification of documents and extract relevant data through OCR and NLP
  • Auto-home documents by auto-linking documents and/or data to their legal entity or client profile
  • Train and hone the system to identify documents and define relevant information in line with organizational policies and procedures
  • View documents and add annotations in a user-friendly manner.
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Digital request management solution empowers clients to self-serve  

Fenergo Client-Connect is an advanced client-facing portal designed to digitalize client service requests, providing your financial clients and investors with the ability to digitally interact with their financial services provider and perform a raft of activities in a secure and convenient way. Its user-friendly interface enhances client / investor experience, improves operational efficiencies, and reduces the time, cost and effort involved in collecting data and documentation from clients.

With Fenergo Client-Connect, your clients and investors can:

  • Apply for new products / services and open new accounts
  • Submit new or updated client information (e.g. new address, new associations, updated company formation etc.)
  • Have more control and transparency over their data
  • Communicate conveniently with their banking provider.
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Optimize Data Flow for Efficient Lifecycle Compliance

Fenergo DataConnect uses advanced APIs, file-based interfaces, intelligent rules logic and advanced workflow technology to efficiently acquire and manage client data through the entire lifecycle. It seamlessly integrates with multiple leading data and screening providers, as well as a host of KYC utilities around the world.

Fenergo DataConnect allows a financial institution to:

  • Efficiently manage interaction with data providers and services
  • Validate incoming data, automatically update data sources and notify the customer of any changes
  • Expedite the onboarding process and other interactions across the client lifecycle
  • Improve data accuracy with automation and reduced re-keying
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Effectively store and re-use client and counterparty data.

Fenergo Centralized Data Management delivers a single client view of all legal entity data that forms the backbone of rigorous regulatory compliance. Fenergo  arms financial institutions with clean, centralized and correct legal entity data, positioning them for enhanced and efficient regulatory compliance across a range of KYC, AML, tax and OTC derivative regulatory frameworks and trade reporting requirements.

With Fenergo Centralized Data Management, financial institutions can:

  • Re-use up to 80% of client and counterparty data
  • Seamlessly integrate with a host of front-end and client-facing solutions to ensure a smooth process
  • Effectively manage and centralize data to maximize re-use for cross-sell and up-sell
  • Ensure compliance throughout the client lifecycle through any and every channel.

Book a Demo

Discover how Fenergo solutions can simplify complex client onboarding.

By deploying the Fenergo CLM Platform we were able to achieve consistency in our onboarding processes. The benefit for the firm and for the customer is that all the information is centralized in one place, including documentation.
Leonardo Lanzetta
Head of Data Management and Analytics Group, SMBC Nikko Securities America, Inc