These include the emergence of new challenger banks and the worldwide COVID-19 pandemic, which has forced many FIs to adopt virtual and remote models. However, migrating to the cloud is a long-term, strategic project. In this session, our four panelists explore the challenges financial institutions face and discuss best practice of how they can integrate cloud-based CLM into their businesses.
In this report you will learn:
Download the report and discover all the insights!
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Colin Sweeney
VP Cloud Operations, Fenergo
Greg Watson
Global Head of Corporate & Institutional Banking, Fenergo
James Craig
Solutions Architect, AWS
Aman Kohli
CTO, DXC Technology
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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Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions for investment, corporate, commercial and private banks.
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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