In my last blog, we explored the 3 core client lifecycle challenges facing wealth managers – regulatory compliance, operational and technological challenges and client experience impacts. Considering ...

Having seen so much turmoil over the past decade, the financial services market is finally switching gear, moving away from an almost compulsive focus on regulatory compliance and towards a more ...

Powerful AI introduces advanced capabilities to Fenergo’s CLM driving unprecedented efficiencies in onboarding, client and counterparty management and regulatory compliance Money20/20 Amsterdam – June ...

LONDON--(BUSINESS WIRE)--Fenergo, the leading provider of Regulatory Onboarding, Entity Data Management and Client Lifecycle Management software solutions for institutional, corporate and private ...

DUBLIN--(BUSINESS WIRE)--Fenergo, the leading provider of Client Lifecycle Management software solutions for investment, corporate and private banks, has announced its foray into Spain by providing ...

HOBOKEN, N.J.--(BUSINESS WIRE)-- NICE Actimize, a NICE (NASDAQ: NICE) business was named a category winner as ‘Most innovative Client Onboarding & Lifecycle Management” solution in A-Team Group's 2024 ...

Investors’ expectations for financial advisors are evolving. Previously, clients mostly focused on the functional value that an advisor provided. But now, advisors are being pushed to deliver ...