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How to Digitally Revamp HNW Client Onboarding ft. Live Demo

Private Banking Webinar
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The client onboarding process is a critical first impression of your future relationship with HNW clients, and yet it is still a manual, fragmented and inefficient affair for most HNW customers.

Join our webinar on Thursday, 11th July (10 am EDT / 3 pm BST), where Fenergo will demonstrate key technology tools that can transform your client onboarding process and support a strong and profitable relationship between your customers and relationship managers.

When: Thursday | July 11th 2019 | 3:00pm BST / 10:00 EDT

In this webinar, you'll learn: 

  • The value that an API-driven integration between CRM and client onboarding can deliver
  • How to provide an omni-channel approach to onboarding HNW clients
  • How a strong, digital workflow can ensure a seamless and orchestrated end-to-end client journey
  • How to automate regulatory compliance and re-use client data and documents to really enhance the client experience
  • Live Product Demonstration - We’ll also have a 20-minute LIVE product demonstration of Fenergo Client Lifecycle Management to showcase exactly how a best practice digital client onboarding process can look like.
For more information contact us at [email protected]

Experts:

Steve D'Souza, Global Head, Private Banking & Wealth Management, Fenergo

With over 25 years’ experience in the WealthTech space, Steve D’Souza leads the Private Banking and Wealth Management division within Fenergo. Steve oversees the division’s go-to market strategy while ensuring current and prospective client needs are fully met within his division.

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Brendan Doyle, Product Manager PB & WM, Fenergo

Brendan has over 15 years’ experience across private banking, wealth management and client onboarding. Prior to joining Fenergo, Brendan worked in two top tier banks delivering global client onboarding and KYC solutions. Brendan is responsible for driving the private bank & wealth management product roadmap within Fenergo.

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Tom Nicholas, Senior Client Solutions Consultant PB & WM, Fenergo

Tom has over ten years' experience’ delivering software solutions dedicated to the financial services sector. Tom joined Fenergo in 2018 as part of the Client Solutions Team, specializing in Private Banking & Wealth Management.