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 Offers Client Onboarding Efficiencies with API-based Digital Client Orchestration

Subscribe to our newsletter

Fenergo continues to innovate with Digital Client Orchestration, a suite of customer lifecycle management (CLM) tools the company claims can enable efficiencies of up to 82% in client onboarding. The solution uses APIs to allow Fenergo functionality to be plugged into any front, middle or back office system including customer relationship management applications, such as Salesforce, and client portals. It is expected to find favour across the board, from corporate and investment banks, to retail, business and commercial banks, asset and wealth managers and private banks.

Fenergo’s Digital Client Orchestration provides a thread that digitally directs the customer journey through all internal approval processes, ensuring fast, compliant onboarding, from any front-end channel including mobile, web, desktop and in-person. The tools use automated workflow rules to eliminate manual data entry errors and a centralised data management approach.

Joe Dunphy, vice president of product at Fenergo, describes the rationale behind Digital Client Orchestration, saying: “The key driver is customer experience. Digital Client Orchestration enables financial institutions to digitalise and streamline the customer journey from the very first touch point from any channel (mobile, web, branch) to account opening and every lifecycle event thereafter. In today’s competitive climate, financial services customers expect and demand a fast, digital experience where they can connect from any device and platform with the option to self-serve or meet in-person. Yet many financial institutions are encumbered with legacy, siloed technology infrastructures resulting in a highly manual, error-prone customer and product onboarding process. Digital Client Orchestration addresses this challenge by digitalising the end-to-end client journey using an API-led approach.”

Looking at the potential outcomes of this approach, he adds: “The tight orchestration, centralised data and streamlined workflow of Digital Client Orchestration provide a single client view throughout the lifecycle for upsell and cross-sell opportunities by sales, marketing and client services departments. As a result, financial institutions can improve operational efficiencies by 82% and accelerate time to revenue while building customer loyalty through optimised customer experiences.”

The solution is built on the core Fenergo CLM building blocks including Know Your Customer (KYC) compliance, Anti Money Laundering (AML) screening, global derivatives reform rules, tax compliance, client risk assessment, account opening and client master data.

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: Unlocking value: Harnessing modern data platforms for data integration, advanced investment analytics, visualisation and reporting

4 September 2025 10:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Modern data platforms are bringing efficiencies, scalability and powerful new capabilities to institutions and their data pipelines. They are enabling the use of new automation and analytical technologies that are also helping firms to derive more value from their data and...

BLOG

Gulf Between AI Ambitions and Capabilities Remains Wide, Surveys Find

Many financial institutions and service providers remain encumbered by creaking technology systems that are preventing many from taking advantage of artificial intelligence (AI) data innovations. Despite organisations’ overwhelming desire to make use of AI to give them a competitive edge, many say also that they lack the data management expertise to adopt applications that are...

EVENT

AI in Capital Markets Summit New York

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...