Are You Ready for a Cloud-First Approach to Client Lifecycle Management?

Presented by

Colin Sweeney, Greg Watson, James Craig, Aman Kohli

About this talk

Financial Institutions are under pressure to digitalize their operations in the face of multiple challenges. These include the emergence of new challenger banks and the worldwide COVID-19 pandemic, which has forced many financial institutions to accelerate their provision of remote services. However, migrating to the cloud is a long-term, strategic project.

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Fenergo is the digital enabler of client and regulatory technology for financial services. It provides Client Lifecycle Management (CLM) software solutions for Financial Institutions including; Corporate & Institutional Banking, Commercial & Retail Banking, Asset Management, Private Banking & Wealth Management. Counting 70 global Financial Institutions as clients, its award-winning CLM suite digitally transforms how Financial Institutions manage clients; from initial onboarding to KYC/AML and regulatory compliance, to data management and ongoing lifecycle KYC reviews and refreshes. Fenergo CLM empowers financial institutions to deliver a faster, compliant and digital customer experience while achieving a single client view across channels, products, business lines and jurisdictions.