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Client Lifecycle Management

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Overview

Fenergo’s Client Lifecycle Management solution is a cloud-native SaaS platform which enables financial institutions to digitally and efficiently manage the end-to-end client lifecycle for optimised customer experiences. Fenergo enables financial institutions to acheive a single client view and streamline compliance procedures by connecting front to back office systems via APIs as well as integrations with third party data and customer relationship management (CRM) providers such as WorldCheck and Salesforce. Fenergo’s solutions cover AML/KYC and Tax compliance, Client Onboarding and Lifecycle Management, and Client and Counterparty Data Management. The intelligent rules-driven solution ensures compliance with multiple regulatory frameworks and jurisdictions and supports the collection, centralization, and sharing of client counterparty data and documentation across the institution. By expediting compliance and improving operational efficiencies, Fenergo’s solutions can onboard clients faster, improve time-to-revenue, and improve the overall client experience.

Fenergo differentiates from BPM providers through our expertise in the financial industry, depth of pre-packaged data solutions and future-proofed business and regulatory solutions through a community-based product development model. Fenergo works closely with our clients to ensure that all their regulatory compliance and entity data management requirements are met fully and satisfy regulatory scrutiny. Fenergo runs a number of client engagement forums such as Client Advisory Boards and Regulatory Forums, which provide our clients with the opportunity to contribute to the development of the Fenergo solution suite and ensure that our solutions are closely aligned to solve the challenges our clients are facing. The outcomes of these forums and working groups informs our product roadmap.

Key Features

Fenergo CLM platform incorporates client onboarding and maintenance, product onboarding and maintenance, entity data management and compliance.

Key Benefits

As a complete end-to-end platform, The Fenergo core platform, workflow engine, regulatory rules engine and integrations with both internal and external third-party systems allow for the following benefits:

  • Ability to digitally transform client and product onboarding
  • Expediate client onboarding - 82% reduction in client onboarding times
  • 700% ROI on technology in 4 years or less
  • Cost savings - 34% savings in audit cost with out of the box functionality
  • 360 degree global client view
  • Streamlined process for single and multi-jurisdictional compliance
  • Ability to re-use data and documents across all entities, business units & jurisdictions
  • Greatly enhanced customer experiences
  • Improved operational efficiencies
  • Faster time to revenue
  • Enhanced risk assessment and management
  • Improved customer experience
  • Built in compliance