Client Connect

Empower your clients and expedite account opening with frictionless digital self-service

Overview

Fenergo Client-Connect is an advanced, client-facing portal that enables customers and investors to directly initiate their account opening request and provide all the required KYC information to progress their onboarding case. It’s intuitive, user-friendly interface enhances the customer experience and reduces the time, cost and effort involved in collecting data and documentation from clients.

Fenergo Client-Connect allows the client or investor to open new accounts, apply for additional products, funds and services, update their profile data, enjoy more control and visibility of their data and communicate conveniently with their financial services provider.

Fenergo Client-Connect allows financial institutions to:

  • Digitalize the capture and processing of client/investor information.
  • Enhance the client experience with a consistent digital experience across all channels.
  • Deliver fast and efficient on-boarding with rules-driven compliance processes.
  • Introduce greater operational efficiencies.
  • Improve data quality and integrity.
  • Identify and manage up-sell and cross-sell opportunities with this data.

Download Client Connect 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.