Roadmap

Fenergo is the No. 1 provider of Digital Client Lifecycle and regulatory compliance technologies in the world. Here’s what we’re famous for!

Overview

Fenergo Data & Documentation Solution is a sophisticated, rules-driven data interface solution that automates the consumption, processing and routing of client data from multiple sources, providers and systems.

Fenergo Data & Documentation Solution fuses together vendor-specific APIs (Application Program Interfaces) and file-based interfaces with intelligent rules logic and an advanced workflow solution to create a true end-to-end Client Lifecycle Management process.

With Fenergo Data & Docs solution, financial institutions can:

  • Source, cleanse, compare, route and audit data to create a single client view to achieve compliance, onboard clients efficiently and propagate this remediated client data to downstream trading systems;
  • Efficiently manage the interaction with data providers and services throughout the client lifecycle journey;
  • Enrich entity data and documentation to achieve a single client view (across all data sets including AML / KYC data, classification data, relationships, hierarchies and account set-up etc.);
  • Manage the end-to-end client lifecycle management events across new client/product onboarding (upsell, cross-sell opportunities), periodic client review and client maintenance processes, as well as client off-boarding;
  • Expedite the time it takes to complete various processes across the client lifecycle, getting the client trade-ready as quickly as possible, improving time to revenue.

Fenergo Data Integration Manager is available as a standalone solution or as part of the Fenergo Client Lifecycle Management solution.

Download Roadmap brochure

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.

Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions.