Fenergo Works With Markit and kyc.com to Deliver Enhanced Client Lifecycle Management for Financial Institutions
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Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Fenergo, the leading provider of Client Lifecycle Management software solutions for investment, corporate and private banks, has today announced a strategic relationship with Markit and kyc.com, a joint venture powered by Markit and Genpact.
The relationship brings together kyc.com and Markit Counterparty Manager coupled with Fenergo's Regulatory Onboarding and Client Lifecycle Management software solutions. Fenergo also works seamlessly with Markit Enterprise Data Management (EDM) as a key component in a wider entity data management solution for common clients.
KYC and counterparty data are cleansed and validated through Markit EDM's integration layer and legal entity master to support firms to be ready to transact and meet KYC, tax, regulatory requirements and margin agreements. This information is fed into Fenergo's Client Lifecycle Management solution for workflow-enabled client onboarding and regulatory compliance. Client and counterparty data is enriched and is then pushed to downstream systems.
"Working with Fenergo across kyc.com and Markit's solution sets extends the value that we are providing to our common customer base," said Jon May, CEO of kyc.com and managing director at Markit. "By integrating data from Markit EDM across our other solution sets and leveraging Fenergo's workflow capabilities, we are providing validated information for organizations to be ready to transact."
According to Marc Murphy, CEO of Fenergo, "We are delighted to announce our working relationship with Markit and kyc.com to create a new way of enhancing the client lifecycle management process for financial institutions. Client Lifecycle Management is highly dependent on good quality, consistent and normalized client and counterparty data. However, most financial institutions are consuming this data manually at present.
Through this relationship, we are automating this process with the provision of quality data and Fenergo's workflow and regulatory rules engine technologies to deliver a highly optimized Client Lifecycle Management process that will help financial institutions significantly improve regulatory and onboarding efficiencies and reduce operational costs."