Private Banking & Wealth Management
Enabling private banks and wealth managers to digitalize client onboarding, increase operational efficiency and deliver a streamlined and personalized client experience across the client lifecycle.
- Digitalized & Optimized Client Experience
- Faster Time to Revenue
- Regulatory Compliance By Design
How Fenergo Helps Private Banks & Wealth Managers
Digital Experience
Streamlined Onboarding
Continuous Risk Monitoring
Explore Fenergo's Solutions
Client Lifecycle Management
Digitally manage clients through every stage of the client lifecycle - from initial onboarding & Know Your Customer (KYC) to ongoing KYC reviews and client offboarding.
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Know Your Customer
Digitalize the end to end KYC/B process for clients and merchants throughout the entire lifecycle. Simplify and automate due diligence with pre-packaged KYC/B rules and workflows, ensuring effective due diligence and regulatory compliance.
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Client Onboarding
A single, integrated client onboarding solution to connect stakeholders and provide a single client view. Streamline and automate end-to-end onboarding journeys, including KYC and risk, digital client outreach, client risk assessment and PEP and sanctions screening.
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Transaction Monitoring
Detect suspicious activity in real-time, trigger alerts, investigate results and report financial crime to authorities. Transform transaction monitoring effectiveness, reduce false positives and manage risk exposure to combat Money Laundering and Terrorist Financing.
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Regulatory Compliance
Simplify compliance with global regulations including ESG, Tax, Investor Protection and more. Accelerate client and counterparty classifications through pre-packaged regulatory classification frameworks and tooling, as well as automated risk and suitability assessments.
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CLM for Salesforce
Provide Relationship Managers with real-time visibility over the end-to-end onboarding process directly from Salesforce, leveraging automatic updates & streamlined outreach, eliminating the reliance on ineffective email updates and duplicate requests for information.
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Advisory, Data & Product Partners
Fenergo partners with a host of market-leading advisory, implementation, data and product partners to create an end-to-end ecosystem of services and solutions for our clients.
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