Over the past ten years, the focus in corporate and institutional banking has largely been on regulatory compliance and stemming the tide of regulatory change. However, there is now a definitive drive towards digitalization – specifically in terms of client onboarding and the management of clients throughout their lifecycle. Convenience, speed and flexibility are no longer considered attractive add-ons; they have become a standard expectation of the rapidly evolving customer-bank relationship.
In Fenergo’s recent webinar on Transforming the End-to-End Client Onboarding Journey for the Customer of Tomorrow, a panel of industry and regulatory experts explored how corporate and institutional banks can effectively transition from manual, paper-based onboarding processes to an automated, efficient and cost-effective digital framework.
This paper includes a high-level summary of some of the talking points from the live session, centering on how to digitally transform the end-to-end customer onboarding process.
In this report, you will learn:
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Greg Watson
Global Head of Sales, Fenergo
Rachel Wooley
Global AML Manager, Fenergo
Joe Dunphy
VP Product Management, Fenergo
Discover how financial institutions can onboard clients quicker and more efficiently by centralizing client data and documentation and comply with a range of regulatory compliance obligations on a single platform.
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Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.
Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code. Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.
Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.
Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions for investment, corporate, commercial and private banks.
ADV SOLUTION
Delivering a truly digital customer journey, driven by Fenergo’s industry-leading Regulatory Rules Engine, re-inforced with industry data, accessed from any channel.
WEBINAR
Register now for the webinar and see how Digital Client Orchestration connects front, middle and back office systems, enabling you to deliver the digital experience your customers deserve and want.
We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.
Bank-wide responsibility for CDD, client master administration and regulations, ABN AMRO
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