Experience Agile Client Onboarding

Fenergo’s Onboarding and Origination enables financial firms to deliver a fast, frictionless and compliant digital account opening and onboarding process to their customers. Multi-channel by design, it allows customers to initiate their journey through the channel of their choice –  mobile, online, branch, customer call centre or relationship manager – and switch channel if and when required. Powered by advanced API integrations, Fenergo integrates with all front-office solutions and client-facing channels to ensure a smooth orchestration process for all customer data and documentation, maximizing time to revenue.

Fenergo’s Onboarding and Origination gives a financial institution:

Seamless Digital Client Outreach

Empower customers and expedite time to revenue with digital self-service, ID&V and eSignatures

Centralized Faster Client Onboarding

Deliver a seamlessly connected client onboarding journey from  origination to account set-up

A Single 360-Degree Client View

Easily re-use customer documentation across all business lines and jurisdictions

End-to-End Client Journey Orchestration

Unify front-to-back office operations for transparency and streamlined decision-making

Our Solutions

  • API-Connect
  • Intelligent Document Processing
  • Digital Self-Service Channels
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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.

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