Fenergo CLM

byFenergo

Fenergo Client Lifecycle Management (CLM) is a comprehensive solution designed to digitally manage clients throughout every stage of the client lifecycle, from initial onboarding and Know Your Customer (KYC) processes to ongoing due diligence and client offboarding. It enables financial institutions to transform the end-to-end client onboarding and lifecycle experience, ensuring regulatory compliance and enhancing operational efficiency.

Features

  • Faster Client Onboarding: Streamlined onboarding processes for clients of varying risk levels.
  • Improved Operational Efficiencies: Advanced API integrations and reusability of client information.
  • Regulatory & Commercial Safety: Policy-driven risk assessments aligned with AML, KYC, and other regulatory requirements.
  • Reduced Total Cost of Ownership: Advanced API integrations connecting the end-to-end client journey.
  • Onboarding and Operations Management: Digital orchestration of client journeys from prospecting to account opening and maintenance.
  • Advanced Client & Related Party Data Management: Centralized repository for client data with advanced API integrations.
  • Know Your Customer: Enterprise-wide standards for KYC across 120+ jurisdictions.
  • Digitalized Product Enablement Processes: Automated tracking and maintenance of clients' product lifecycles.
  • Regulatory Compliance: Support for AML, tax, ESG, and other regulatory frameworks across 120+ jurisdictions.
  • Risk Management: Automated financial crime risk assessments and centralized risk model management.

Categories

Compliance & RegTechLegal Workflow Automation

Product Details

Pricing
Custom
Deployment
Cloud
Location
🇮🇪 Dublin, Ireland
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