research & insights from Fenergo

Getting to grips with client & counterparty data

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Client lifecycle management technology

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by Fenergo
| 01/05/2019 12:00:00

A Fenergo survey of leading financial institutions revealed that 65% are struggling to complete the FATCA client identification process efficiently due to gapped, siloed, semi-structured and unstructured data.

While there is a deep understanding within the industry that client and counterparty data management is a vital piece for complying with new regulations (in addition to existing regulations), there is an inherent inability to execute policies, procedures, and solutions for a well-designed client and data management system.

This paper takes an in-depth look at how proactive management of client and counterparty data can enable key decision makers to make trusted decisions based on cleansed and standardized data.

In this whitepaper, you will learn:

  • How an integrated, holistic approach to client and counterparty data management enables accurate measurement of exposure, risk, and profitability.
  • The data structures required to support a robust client and counterparty data system, as well as some of the simple planning steps that will assist in a smooth implementation process
  • The options for enabling ongoing data interaction between systems.

Download the report now!

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