Disrupt The Disruptors

How Disrupting Technologies
Are Redefining Banking



Overview

The third of Fenergo’s three-part CLM Trends report series looks at how the technology driving finance and regulation is pushing financial institutions toward digital client lifecycle management (CLM).

This report is based on findings from Fenergo’s CLM survey, which unpacks the sentiment of global decision-makers towards five key areas of client lifecycle management – initial and lifecycle compliance, data and document management, client and product onboarding, digitalisation and the evolution of the CLM ecosystem.


About CLM Industry Trends Report

The Fenergo CLM industry trends report series unpacks the sentiment of global decision makers towards key areas of client lifecycle management (CLM) - initial and lifecycle compliance, data & document management, client & product onboarding, the impact of technology/digitalisation and the evolution of the CLM ecosystem.

Survey of 250 c-suite executives across data, technology and compliance, within the commercial, business, investment and corporate banking space in UK & Europe, Middle East and North Africa, Asia Pacific and North America.

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KEY HIGHLIGHTS FORM THE REPORT

of financial institutions surveyed have fully automated the collection of client data.


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of banks surveyed have not invested in any technology to improve client onboarding


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of respondents surveyed said that the maturity of their technology infrastructure is preventing them from investing in new technologies


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of senior managers surveyed said standardizing and simplifying processes is a crucial benefit of CLM


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FEATURED SPEAKERS

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James Follette

Global Head of Commercial Business and Retail, Fenergo 


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Rachel Wooley

Global AML Manager, Fenergo 


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Jonathan Jones

Principal Director, Accenture 


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Philippe Guiral

Managing Director, Accenture 


Capabilites of Fenergo e-KYC Connect

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Location Details

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DATE
JULY 20, 2019

TIME
2:00pm EST

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