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Fenergo | Proud to be a Sibos 2021 Partner

Digital Client Lifecycle Management is here. See it in action!

October 11th - 14th, 2021
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Meet with our Team to Explore Connected Digital Client Journeys

Customer Lifecycle Management. Onboarding. KYC/AML. Account Opening. Origination. Compliance. 

We have lots of exciting innovations in our platform to show you during Sibos.
To learn how we can transform your client management and regulatory operations leveraging our platform:

  • Schedule a meeting 
  • Connect with one of our regional experts 
  • Check out our Client Lifecycle Management demo video below


See the future of digital client journeys today!



Schedule a Meeting

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ABOUT FENERGO

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Client Lifecycle Management

THE FENERGO WAY

Fenergo's API-first Client Lifecycle Management reinvents customer journeys and keeps financial institutions safe and compliant. We enable firms to deliver digital client onboarding journeys that are efficient and frictionless, enhancing customer experience while minimizing cost and complexity. Fenergo combines regulatory expertise and innovative technology that enables financial institutions to onboard clients 82% faster with less manual touchpoints. Moreover, Fenergo's CLM delivers up to 700% ROI in four years or less. 

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MEET THE TEAM

Paul Kavanagh, 
Chief Revenue Officer



As Chief Revenue Officer, Paul is responsible for driving growth and expansion globally by establishing a robust global sales function and best practice. Paul is also responsible for driving key strategic partnerships to optimize opportunities across Fenergo's portfolio of business partners. Paul joins Fenergo from Cisco Ireland. 






Stella Clarke, 
Chief Strategy and Marketing Officer


An expert in banking technology, operations, and enterprise financial software with decades of experience working for a range of capital markets, wholesale banking and fintech firms across Asia and Europe. Stella drives Fenergo's strategic direction, delivering on its vision to continue supporting financial institutions with the best most relevant solutions for their regulatory and technology needs. Stella joined Fenergo from Murex where she spearheaded its global marketing practice.

Kevin O'Neill, 
EMEA Head of Sales



Kevin is the Head of EMEA Sales across all Financial Services segments and the Global Head of Asset Management & Asset Servicing. With over 25 years’ experience as an institutional business development executive, Kevin came to Fenergo from Royal Bank of Canada’s Investor & Treasury Services.






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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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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.

LEARN MORE




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 a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions. With 100% focus on financial services, Fenergo delivers technologies that can transform how financial institutions manage and serve their customers throughout the customer lifecycle.

We serve 100+ of the world’s top financial institutions and have dedicated expertise within each banking vertical. We have global reach with offices in the North America, Europe, Africa, Middle East, and APAC regions.

Quick Links

Solutions

Our Clients

Management Team

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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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