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Client Lifecycle Management for Asset Managers, Investor Services, Trust & Corporate Services

 
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With rapidly evolving client needs and an increasing regulatory burden, the global asset management industry is now turning its focus to delivering excellence in the client experience.

Regulatory pressure, data and document silos, manual process and repetitive client outreach all create significant inefficiencies and negatively impact the asset management client experience.

Fenergo's world-class Client Onboarding & Client Lifecycle Management solutions help transform the client onboarding experience by placing the client at the epicentre.

Our solutions drastically reduce onboarding times, minimize customer effort and streamline the onboarding and regulatory process, ultimately improving the client's commercial capability.

Download the Asset Management brochure to learn how Fenergo CLM can help you

Download the Brochure Now! 


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TITLE LINE GOES HERE

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Anim pariatur cliche reprehenderit, enim eiusmod high life accusamus terry richardson ad squid. 3 wolf moon officia aute, non cupidatat skateboard dolor brunch. Food truck quinoa nesciunt laborum eiusmod. Brunch 3 wolf moon tempor, sunt aliqua put a bird on it squid single-origin coffee nulla assumenda shoreditch et. Nihil anim keffiyeh helvetica, craft beer labore wes anderson cred nesciunt sapiente ea proident. Ad vegan excepteur butcher vice lomo. Leggings occaecat craft beer farm-to-table, raw denim aesthetic synth nesciunt you probably haven't heard of them accusamus labore sustainable VHS.

Anim pariatur cliche reprehenderit, enim eiusmod high life accusamus terry richardson ad squid. 3 wolf moon officia aute, non cupidatat skateboard dolor brunch. Food truck quinoa nesciunt laborum eiusmod. Brunch 3 wolf moon tempor, sunt aliqua put a bird on it squid single-origin coffee nulla assumenda shoreditch et. Nihil anim keffiyeh helvetica, craft beer labore wes anderson cred nesciunt sapiente ea proident. Ad vegan excepteur butcher vice lomo. Leggings occaecat craft beer farm-to-table, raw denim aesthetic synth nesciunt you probably haven't heard of them accusamus labore sustainable VHS.
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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 


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CLIENT ONBOARDING

THE FENERGO WAY

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.

WATCH NOW

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Location Details

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Location Venue Name

12345 STREET NAME| CITY, REGION

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Save the Date

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DATE
JULY 20, 2019

TIME
2:00pm EST

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More Resources You Might Like:

More Resources You Might Like:

BROCHURE
Digital Configuration Studio

Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.

READ IT NOW >

BROCHURE
Digital Configuration Studio

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.

READ IT NOW >

BROCHURE
Digital Configuration Studio

Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.

READ IT NOW >

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About Fenergo

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

Digital Client Orchestration

Delivering a truly digital customer journey, driven by Fenergo’s industry-leading Regulatory Rules Engine, re-inforced with industry data, accessed from any channel.

DOWNLOAD NOW

WEBINAR

Digital Client Orchestration 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.

REGISTER NOW

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CLIENTS WHO TRUST

OUR SOFTWARE SOLUTIONS

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.

Helène Erftemeijer

Bank-wide responsibility for CDD, client master administration and regulations, ABN AMRO

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