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 Introduces Self-Service Client Configuration for CLM Platform

Subscribe to our newsletter

Client lifecycle management (CLM) specialist Fenergo has taken a step towards reducing the complexity and labour intensity of solutions servicing with the introduction of its Digital Configuration Studio, a low to no-code administration suite that allows financial institutions to easily configure Fenergo’s CLM solution to suit their needs.

With the ability to oversee routine CLM configuration and deeper project-specific requirements, Fenergo Digital Configuration Studio allows business users to become self-sufficient in best practice configuration, testing, maintenance and trouble-shooting while reducing costs and overheads. It includes a data model, user interface and workflow, along with additional rules and localisation models.

“As our customers embark on digital transformation initiatives, there is a growing requirement to democratise technology. The no code Digital Configuration Studio was developed to meet that need,” says Fenergo CEO Marc Murphy. “By putting configuration of our platform into the hands of the business user, our clients can benefit from a smarter, faster implementation.”

Joe Dunphy, vice president of product development at Fenergo, adds: “The solution empowers our clients by giving them self-sufficiency in terms of adopting and localising the product in a way that doesn’t impact future upgrades. The underlying product structure doesn’t change, it just allows them to configure details in a safe and code-free environment. That takes away dependency on Fenergo resources, and takes away the need for high-tech expertise.

“We get the same benefits as our end clients – it is a huge efficiency tool for us, and means that we can focus more resources on investment and innovation – hiring people that understand the market and the problems we are trying to solve in place of purely technical skillsets.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Sanctions – The new pre-trade challenge for the buy-side

Sanctions screening at the security level is a relatively recent requirement for the buy-side. It dives deeper than traditional KYC and AML screening and is immensely challenging as firms must monitor frequently changing sanctions lists, source up-to-date sanctions data and beneficial ownership data, and integrate these to screen growing lists of potentially sanctioned securities. As...

BLOG

Reframing Corporate KYC: Encompass Targets Back-Book Exposure with Scalable EC Review

For many SME focussed banks, KYC investments have streamlined the onboarding journey but legacy KYC records – the back-book – often remain dormant until a regulatory inspection, or an enforcement case at a peer institution, forces a wholesale review. The challenge that follows is how to remediate at scale, with urgency, and without the need...

EVENT

Buy AND Build: The Future of Capital Markets Technology

Buy AND Build: The Future of Capital Markets Technology London examines the latest changes and innovations in trading technology and explores how technology is being deployed to create an edge in sell side and buy side capital markets financial institutions.

GUIDE

Corporate Actions USA 2010

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...