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SunTrust Robinson Humphrey Streamlines Entity Data and Client Lifecycle Management with Fenergo

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15 December 2015
Dublin, Ireland

“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, the leading provider of Client Lifecycle Management solutions for investment, corporate and private banks, has today announced that SunTrust Robinson Humphrey has successfully implemented Fenergo’s award-winning solutions to streamline its regulatory onboarding, entity data and client lifecycle management processes.

John Healy, Managing Director, Head of Capital Markets Operations, said, “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”.

Implemented across the swap-dealer and institutional broker-dealer desks, Fenergo’s Client Lifecycle Management solution provides an advanced, automated, rules-driven workflow process that will enable SunTrust Robinson Humphrey to centralize all client entity data and documentation for re-use across a range of regulatory frameworks – from AML and Know Your Customer, to tax compliance regulations (such as FATCA and CRS) to OTC derivative rules (such as Dodd-Frank, Canadian derivative regulations, EMIR and MiFID II etc.). Streamlining this process will help SunTrust Robinson Humphrey to onboard new clients more efficiently and ensure compliance throughout the client’s lifetime through regular, ad-hoc and event-triggered automated compliance refreshes.  

Commenting on the announcement, Fenergo’s VP Sales, Greg Casey, said, “I am so pleased to announce the successful implementation of Fenergo’s solutions in SunTrust Robinson Humphrey. We strive to design and deliver world-class solutions that help financial institutions to solve core regulatory and operational challenges. By streamlining three separate but highly interdependent areas of the institution – data management, compliance and onboarding – we can create a truly optimized regulatory onboarding and client lifecycle management process that delivers full lifecycle compliance, improved time to revenue and a positive client experience”.

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