Digital Client Onboarding

Automate the most expensive and labour-intensive tasks and processes of the client onboarding journey, including importing data from trusted third-party sources for entity data and AML screening, risk assessment calculations and approvals for low and medium risk clients. Fenergo enables FIs to define rules that determine what processes are automated, resulting in more efficient and effective client onboarding journeys.

Fenergo provides pre-packaged best-in-class content to accelerate implementation times and time-to-value, with the flexibility to adapt and change journeys overtime as organizations evolve. All of this can be achieved through our intuitive UI based configuration tooling.

FIs can efficiently manage workloads across the team with Fenergo’s intuitive Case Management feature. Interactive dashboards give users a clear view of their caseload, including tasks that require their attention. Managers have access to a view of their team’s activities and key insights into their overall productivity. Fenergo’s sophisticated workflows allow FIs to orchestrate end-to-end client onboarding from application to account closure.

Fenergo enables financial institutions to ensure their compliance procedures and controls are embedded in the client onboarding process, facilitating compliance with local and global regulations. Additionally, data validation features ensure accurate data capture in appropriate formats, reducing human error and ensuring high data quality.

Fenergo’s API-first technology allows for client onboarding to be initiated and processed via multiple channels such as the self-service Fenergo portal as well as end-to-end integration from front office CRM to downstream systems. Regardless of the channel used, Fenergo guarantees a seamless onboarding experience.