Overview
Fenergo enables financial institutions to transform the end-to-end client lifecycle experience, future-proof regulatory compliance and enhance operational efficiencies that make for an improved client experience. It digitally orchestrates client journeys through every stage of the client lifecycle from initial Client Onboarding and Know Your Customer (KYC) to ongoing due diligence and perpetual KYC reviews, to ensuring compliance with other regulatory frameworks, and finally to Client Offboarding. Fenergo dynamically manages any client type, any product type and every client journey for all segments, channels, and devices, offering clients a frictionless digital experience. All Fenergo purchases are conducted through Private Offer. For further information please contact Fenergo at info@fenergo.com
Highlights
- Fenergo CLM digitally orchestrates client journeys through every point in the client lifecycle, from initial prospecting to digital account opening through maintenance and refresh, ongoing due diligence, and client off-boarding.
- Advanced Client and Related Party Data Management with Fenergo Client Lifecycle Management provides advanced API integrations to leading data providers to digitally acquire client and related party data, without inconveniencing clients. All client and party data and documentation is saved in a central repository, enabling it to be re-used across the enterprise for various purposes, regulatory, business etc.
- Fenergo CLM supports the Know Your Customer (KYC) process by offering a set of enterprise-wide standards and requirements for KYC across over 120 jurisdictions to ensure that the correct data and documentation is gathered and maintained during the client lifecycle.
Details
Features and programs
Financing for AWS Marketplace purchases
Pricing
Dimension | Description | Cost/12 months |
|---|---|---|
Small Deployment (Available through Private Offer Only) | Entry point for non-financial institutions that onboard and manage the end-to-end lifecycle of their clients (combination of Corporate and Individual clients as applicable), noting that pricing may vary by type & volumes of entities | $150,000.00 |
Medium Deployment (Available through Private Offer Only) | Entry point for banks and financial institutions that onboard and manage the end-to-end lifecycle of their clients across a single jurisdiction and/or a single line of business (combination of Corporate and Individual clients as applicable) | $350,000.00 |
Enterprise Deployment (Available through Private Offer Only) | Entry point for banks and financial institutions that onboard and manage the end-to-end lifecycle of their clients across multiple jurisdictions and/or multiple lines of business (combination of Corporate and Individual clients as applicable) | $850,000.00 |
Vendor refund policy
For questions about our refund policy, please contact your Fenergo account representative.
Legal
Vendor terms and conditions
Content disclaimer
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
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Support
Vendor support
Fenergo offers different levels of support depending on client requirements and agreements. To contact Fenergo support please reach out to support@fenergo.com
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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