The Fenergo Client Lifecycle Management Solution
Fenergo
Product Overview
Highlights: HighlightsFenergo CLM digitally orchestrates client journeys through every point in the client lifecycle, from initial prospecting to digital account opening through maintenance and refresh, ongoing due diligence, and client off-boarding.Advanced Client and Related Party Data Management with Fenergo Client Lifecycle Management provides advanced API integrations to leading data providers to digitally acquire client and related party data, without inconveniencing clients. All client and party data and documentation is saved in a central repository, enabling it to be re-used across the enterprise for various purposes, regulatory, business etc.Fenergo CLM supports the Know Your Customer (KYC) process by offering a set of enterprise-wide standards and requirements for KYC across over 120 jurisdictions to ensure that the correct data and documentation is gathered and maintained during the client lifecycle.
Category: Infrastructure Software
Delivery Method: Fulfillment OptionsSoftware as a Service (SaaS)Software as a service is a delivery model for software applications whereby the vendor hosts and operates the application over the Internet. Customers pay for using the software without owning the underlying infrastructure. With SaaS Contracts, customers will pay for usage through their AWS bill.
Company Information
Company Name: Fenergo
About Company: Award-winning SaaS-based solutions that empower financial institutions to: (i) Digitally transform the client experience throughout the client lifecycle, (ii) Improve operational efficiencies and return on investment, (iii) Manage compliance with KYC, AML and other regulatory compliance obligations, and (iv) Reduce risk with continuous monitoring of clients and transactions throughout the client lifecycle.