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

A-Team Insight Blogs

Fenergo Launches New Rules-as-a-Service Solution

Subscribe to our newsletter

Client lifecycle management software provider Fenergo has launched a new cloud-based Rules-as-a-Service solution to futureproof financial instititions against evolving regulatory requirements. The plug and play solution will enable financial institutions to integrate Fenergo’s current regulatory rules capabilities into their existing digital platforms.

A recent study by Fenergo suggests that the improvement of data and document capture for customer experience is the number one critical issue banks are currently trying to address, while compliance with KYC regulations ranks as the second most critical issue, making the new launch particularly pertinent in today’s environment.

Available as an on-demand repository of local and global rules for KYC, AML and regulatory requirements across all jusrisdictions, the solution is available both through the cloud and on-premise. Hosted on Amazon Web Services, the configurable API-enabled rules engine utilizes client data in rules calculations and leverages Fenergo’s existing regulatory content, providing financial firms with a compliance solution covering evolving regulations including KYC, AML, Foreign Accountant Tax Compliance Act (FATCA), Common Reporting Standard (CRS), Securities Financing Transaction Regulation (SFTR), GDPR and MiFID II.

“Banks and financial institutions are undergoing a major shift where the experience their customers receive now takes precedence,” says Greg Watson, Fenergo’s Global Head of Sales. “Simultaneously we’re seeing increasing demand for an out-of-the-box rules engine that would complement existing CLM infrastructures.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Generative and Agentic AI in Financial Markets: What the Data Really Shows

Artificial intelligence is reshaping financial markets – but the reality on the ground is more nuanced, more uneven, and more instructive than the headlines suggest. A new A-Team Insight research programme, drawing on responses from senior AI decision-makers at buy-side and sell-side institutions across the USA, UK and Canada, reveals a market in transition: from...

BLOG

A-Team Group Announces AI in Capital Markets Awards 2026 Winners

As artificial intelligence dominates conversations among the decisions makers of the world’s financial institutions, A-Team Group has recognised the vendors that are enabling those firms to transform their operations with the most cutting edge of technologies. In its second annual AI in Capital Markets Awards, the group celebrates the technology suppliers in this fast-growing sector...

EVENT

ExchangeTech Summit London

A-Team Group, organisers of the TradingTech Summits, are pleased to announce that the second ExchangeTech Summit London will take place in May 2027. This dedicated forum brings together operators of exchanges, alternative execution venues and digital asset platforms with the ecosystem of vendors driving the future of matching engines, surveillance and market access.

GUIDE

AI in Capital Markets Handbook 2026

AI adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...