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We hope you enjoyed the AML & KYC UK & Europe event!

The Fenergo Team were proud to sponsor the AML & KYC UK & Europe event.

In case you missed him, Cengiz Kiamil, VP of Strategy with Fenergo (and former Head of Product Management with Standard Chartered Bank), presented his thoughts on how implementing an Event Management Framework and Virtual Assistant can ease the burden of KYC reviews. In this video, Cengiz explores: 

- Keeping the operational book of work focused on genuine key risk factors
- Bringing materiality to heart of decision making
- STP things of minimal consequence
- Managing the evolution of policy through the review cycle
- Achieving additional gains through homogenisation of risk types


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Want to see and hear more?

If you would like to schedule a meeting and find out more about Perpetual KYC or Fenergo Client Lifecycle Management, please complete the form to the right.

The Fenergo team would like to wish you and your family a safe and healthy holiday season.

Schedule a Meeting



Adjust spacer height by changing class from 'spacer-0' (none) to 'spacer-5' (most)

The Fenergo Team were proud to sponsor the AML & KYC UK & Europe event.

In case you missed him, Cengiz Kiamil, VP of Strategy with Fenergo (and former Head of Product Management with Standard Chartered Bank), presented his thoughts on how implementing an Event Management Framework and Virtual Assistant can ease the burden of KYC reviews. In this video, Cengiz explores: 

  • Keeping the operational book of work focused on genuine key risk factors
  • Bringing materiality to heart of decision making
  • STP things of minimal consequence
  • Managing the evolution of policy through the review cycle
  • Achieving additional gains through homogenisation of risk types



Want to see and hear more?

If you would like to schedule a meeting and find out more about Perpetual KYC or Fenergo Client Lifecycle Management, please complete the form to the right.

The Fenergo team would like to wish you and your family a safe and healthy holiday season.
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DISCOVER MORE ABOUT FENERGO


Client Lifecycle Management Brochure

Fenergo Client Lifecycle Management automates the end-to-end client lifecycle management process from compliance, data, onboarding and ongoing event-driven reviews, creating a more efficient, digital client journey.

LEARN MORE

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DISCOVER MORE ABOUT FENERGO



Brochure
Client Lifecycle Management

Fenergo Client Lifecycle Management automates the end-to-end client lifecycle management process from compliance, data, onboarding and ongoing event-driven reviews, creating a more efficient, digital client journey.



LEARN MORE



Case Study
Mizuho Americas: Digitalizing Client Onboarding

A case study published by Celent illustrating how Mizuho Americas reimagined Client and KYC onboarding and developed an enterprise-wide data strategy with Fenergo to deliver modernized and improved client servicing.



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Got any Questions?

If you have any questions or would like more information, please reach out by clicking the button below and a member of our team will come back to you soon!


Contact Us

About Fenergo

Fenergo is the leading provider of Client Lifecycle Management (CLM), AML/KYC and regulatory compliance and data management solutions. With 100% focus financial services, our platform is developed to meet the specific requirements of financial institutions. Available on-premise, via the cloud or as a SaaS, our software helps financial institutions to grow by digitally transforming how they manage clients throughout their lifecycle while ensuring compliance in 100+ jurisdictions. With our CLM your firm can onboard clients up to 82% faster, enhance client experience and achieve a single client view across channels, products, business lines and jurisdictions.

We support 80+ of the world’s top financial institutions and have dedicated experts from each banking vertical where we operate. We have a global reach with offices in Hong Kong, Singapore, Japan, Australia as well as North America, Europe and the Middle East.

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Our Clients


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Integrated Digital Outreach Empowers Customers

For any outstanding data and documentation, the firm leverages Salesforce Cloud to provide a digital portal experience where customers can upload data and documents safely and securely. Seamless customer portal integration allows the firm’s customers to easily self-serve for a frictionless customer experience anytime, anywhere.

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Overview

With 2,500 Relationship Managers using Salesforce to manage their customer-facing operations, our client wanted to streamline their KYC operations in a way that would provide minimal retraining and inconvenience to its relationship managers. They also wanted to achieve a 360° view where every single stakeholder in the organization could access the same unified information on every customer.


The Challenge

Priding itself as a relationship bank, the financial institution found that its customer experience was lengthy, inefficient and painful. The culprit was a sprawling mass of manual internal processes that didn’t connect and could not deliver visibility across the organization. KYC was replicated across multiple legacy systems, requiring manual input and a significant amount of ‘swivel chair’ activity to do even the most basic KYC tasks. Inefficiencies were costly, time consuming and were impacting customer relationships.

They needed a customer journey management solution that integrated all parts of the firm to improve operational efficiency, cut costs and ultimately enhance customer relationships.


The Solution

Using Fenergo KYC and Onboarding for Salesforce® as their one-stop shop for customer lifecycle management, relationship managers can now fully manage and monitor each onboarding case with complete regulatory surety without leaving their CRM.













8
million USA customers

57%
of relationship managers are losing 1.5 days of their working week to manual customer onboarding

82%
reduction in onboarding times




Ready to see Fenergo KYC & Onboarding for Salesforce in action

Automate to accelerate onboarding with the world’s #1 RegTech and the world’s #1 CRM together

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