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Fenergo for Wealth

HQ Location

Dublin, Ireland

Website Address

www.fenergo.com

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Solution introduction

A single, end-to-end platform that transforms how banks manage their interactions with clients – from initial onboarding to client data management and reviews

Fenergo Client Lifecycle Management (CLM) enables private banks and wealth managers to digitalize complex client onboarding processes, increase operational efficiency and deliver a more streamlined client experience across the client lifecycle

Challenge
Private banks and wealth managers work with complex clients with rapidly evolving needs. However, regulatory pressures, disjointed legacy and reference systems, hybrid disjointed processes and requests for more information from clients all create significant inefficiencies and negatively impact the client experience. 

These firms are now more focused on delivering excellence in client experience in line with higher customer expectations, whilst managing their regulatory and data obligations.  

Fenergo can help
Fenergo Client Lifecycle Management (CLM) enables private banks and wealth managers to digitalize complex client onboarding processes, increase operational efficiency and deliver a more streamlined client experience across the client lifecycle.

Fenergo: Digitalizing the high net worth client onboarding experience

Business Process Management & Outsourcing, Client Onboarding & Identity Verification

17/05/2019

Fenergo: Transforming client lifecycle management for private banks and wealth managers

Business Process Management & Outsourcing, Client Onboarding & Identity Verification

18/04/2019

Fenergo: An introduction to the business and solution offering

Business Process Management & Outsourcing, Client Onboarding & Identity Verification

07/03/2019

Features

Streamlined client experience: frictionless, digital client journeys
Fenergo Client Lifecycle Management helps transform the client onboarding experience by placing the client at the forefront of the process. 

  • Complex client onboarding made simple with a truly streamlined digital client orchestration solution
  • API-enabled 360 client view across all channels, functions and business lines
  • Digital client self-service channels providing secure data and document exchange

Increased operational efficiency across the client lifecycle
Fenergo enhances operational efficiency and improves auditability across the client lifecycle management journey.

  • Straight-through processing reduces the need for human interaction and allows simpler integration to current and future multi-channels.
  • Advanced Process Master ensures that processes are designed around automation and integration with full transparency and auditability.
  • Hierarchy Manager enables banks to capture, visualize and analyze complex ownership structures in an intuitive and user-friendly manner.

Improved revenue generation with regulatory & brand protection
Fenergo CLM delivers a consistent regulatory-driven workflow, reducing manual effort and ensuring lifecycle compliance.

  • Future-proofed regulatory compliance with a single platform to manage compliance and KYC regulations across all bank customers.
  • Greater competitive advantage achieved with faster onboarding times and more fruitful client relationships.

Key Data

Year launched
2009
PRICING
  • Bespoke
  • Subscription (SaaS)
WEALTH MANAGEMENT CLIENTS
1-5
Implementation Methods
  • Hosted (public cloud)
  • Hosted (private cloud)
  • On-premise
  • On-premise or hosted
Type of Clients
  • Bank & trust
  • Global Private Bank
  • Local Private Bank
  • Regional Private Bank
  • Retail bank wealth manager
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence

Fenergo for Wealth

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