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: Best practices for creating an effective data quality control framework

Data quality is critical to capital markets processes from identifying counterparties to building customer relationships, regulatory reporting, and ultimately improving the bottom line. It can also be extremely difficult to achieve. One solution is a data quality control framework that includes an automated and systematic process that monitors the state of data quality and ensures...

BLOG

EBA Framework 4.3 Maps the Data Behind AMLA’s First Risk Assessment

The European Banking Authority’s Reporting Framework 4.3 gives financial institutions their first machine-readable view of the data that will support the EU’s selection of firms for direct anti-money laundering supervision. Published earlier this month, the framework marks an intermediate step towards the first formal risk-assessment and selection exercise by the Authority for Anti-Money Laundering and...

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

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...