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Fenergo: Digitalizing the high net worth client onboarding experience

Welcome to the third part of our video interview with Dublin, Ireland-based client lifecycle management technology firm Fenergo. In this video segment, Global Divisional Head - Private Banking & Wealth Management Steve D'Souza provides us with:

- What the main challenges facing private banks and wealth managers are in relation to client onboarding today
- Where the wealth management industry is today in its understanding of client lifecycle management
- How digitalization can improve the client onboarding experience and streamline operational efficiency across the organization?
- What the benefits are in terms of regulatory compliance and brand reputation for firms

Thank you again to Steve and his colleague Una Lawlor for their time and for providing this overview.

More insights to follow soon.....
Recorded May 17 2019 6 mins
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Presented by
Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
Presentation preview: Fenergo: Digitalizing the high net worth client onboarding experience

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    More insights from InvestCloud coming soon.....
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    More insights to follow soon.....
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    More insights to follow soon.....
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    More insights from Tindeco to follow soon.....
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    More insights to follow soon.....
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    Thank you again to Antony for his time and insights.

    More insights to follow soon.....
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  • Title: Fenergo: Digitalizing the high net worth client onboarding experience
  • Live at: May 17 2019 5:45 pm
  • Presented by: Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic
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