About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Fenergo Launches New Client Lifecycle Management Solution

Subscribe to our newsletter

Digital transformation specialist Fenergo has streamlined its existing client lifecycle management (CLM) solution to make it more accessible for mid-tier and boutique businesses.

Fen-Xcelerate, powered by Amazon Web Services (AWS) is a lower cost, cloud-based version of the firm’s flagship CLM product. Integrated with partners including Salesforce, Refinitiv’s World-Check One, RDC, and DocuSign, the solution also supports integration with transaction monitoring services, Fenergo’s own customer-facing portal and core banking systems, amongst others.

Many mid-tier commercial, business and retail banks lack the technology required to offer digital services and open accounts remotely, while being able to meet regulatory obligations and detect financial crime. The streamlined solution hopes to enable these firms to speed up their digital account openings whilst maintaining regulatory compliance. Pre-configured to reduce costs, it can be deployed within 6-12 weeks and (subject to no customisation) claims to offer over 300% ROI within three years.

“The ability for such banks to incorporate market leading risk screening, transaction monitoring, ID&V and information solutions is a challenge, as most do not desire to integrate standalone solutions, plug them independently into their technology stack and try to make the whole ecosystem operate seamlessly together,” explains Adam Kupperman, Global Head of Partnerships at RDC. “The beauty of Fen-Xcelerate is that Fenergo provides customers with a seamlessly integrated platform for Know Your Customer (KYC) and Anti-Money Laundering (AML) processes, including RDC’s best-in-class customer and third-party risk screening capabilities.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Countdown to GDPR

With just a month to go before General Data Protection Regulation takes effect, is your organisation ready, and if not, what should you be prioritising to make sure you cross the line on deadline day, May 25, 2018? The webinar will discuss ongoing data management challenges, last minute preparations, and how to avoid the significant...

BLOG

MCPs in Data Management: Bringing New Order to Private Markets

Financial institutions have begun deploying Model Context Protocols (MCPs) as they have expanded the use of artificial intelligence applications and agents. The technology developed by Anthropic is an open-source contextual layer that helps coordinate models and data, enabling AI applications to connect with a multitude of other platforms and processes. In the first of a...

EVENT

Eagle Alpha Alternative Data Conference, Fall, New York, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Managing Valuations Data for Optimal Risk Management

The US corporate actions market has long been characterised as paper-based and manually intensive, but it seems that much progress is being made of late to tackle the lack of automation due to the introduction of four little letters: XBRL. According to a survey by the American Institute of Certified Public Accountants (AICPA) and standards...