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: Opportunities of new approaches to electronic trading

Challenged by legacy systems, less than ideal workflows and high costs, front-office trading teams lack the ability to adapt to clients’ evolving needs around integration, speed and multi-asset capabilities. They are also challenged by a capital markets environment characterised by legacy systems, shrinking margins and increased regulatory scrutiny. While these problems cause considerable friction in...

BLOG

A-Team Group Data Management Awards USA Winners Announced at DMS NYC 2025

A-Team Group has announced the winners of its 4th annual Data Management Insight Awards USA 2025, and we extend our congratulations to the individuals and companies recognised with awards this year. The event shines a light on the top providers of data management solutions, services, and consultancy for the capital markets across the United States....

EVENT

Eagle Alpha Alternative Data Conference, Spring, 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

GDPR Handbook

The May 25, 2018 compliance deadline of General Data Protection Regulation (GDPR) is approaching fast, requiring financial institutions to understand what personal data they hold, why they process it, and whether it is shared with other organisations. In line with individuals’ rights under the regulation, they must also provide access to individuals’ personal data and...