SMBC Americas and Fenergo, a provider of client onboarding and lifecycle management technology for financial institutions, have announced the rollout of Fenergo’s platform across SMBC Americas.
The partnership is aimed at transforming SMBC Americas’ client and investor onboarding experience in North America, supporting a broader, multi-year programme to modernise core capabilities, simplify technology infrastructure and reduce manual work across workflows.
For SMBC Americas, the rollout is positioned as a technology upgrade designed to reduce friction at the start of the client relationship, accelerate onboarding timelines and improve overall execution for clients and their investors. The bank said the implementation will enhance experiences throughout the onboarding lifecycle and beyond, as it looks to offer industry-leading solutions across client lifecycle events.
Fenergo, meanwhile, provides an onboarding and lifecycle management solution built to help financial institutions create connected journeys across the client lifecycle. In the context of this rollout, the solution is intended to help standardise and automate workflows, supporting operational efficiency and enabling more consistent handling of lifecycle events.
SMBC Americas said the technology will deliver global connectivity and a set of practical benefits, including faster, more transparent and more streamlined execution of client lifecycle events. By standardising and automating processes, the bank expects to drive operational efficiency while also improving compliance-related experiences, including the ability to reuse verified Know Your Customer (KYC) data across internal entities and strengthen Anti-Money Laundering (AML) processes.
The rollout was also framed as an important step within SMBC’s longer-term technology strategy, with both firms signalling an ambition to establish a scalable operating model that can support continued innovation across the organisation over time.
SMBC Americas chief operating officer Greg Keeley said, “The Fenergo implementation exemplifies SMBC Group’s commitment to offering best-in-class service and execution to a global client base.
“By partnering with Fenergo, SMBC is taking a strong step toward our multi-year transformation of uplifting our core capabilities, simplifying the technology infrastructure and removing manual processes from our workflow. These upgrades will significantly reduce friction, accelerate our onboarding process and give our clients and their investors a more efficient experience from the outset.”
Fenergo CEO Marc Murphy said, “We are proud to support SMBC Americas as they execute their long-term technology strategy. Together we are delivering a modern, scalable operating model that not only enhances efficiency today, but also lays the groundwork for continual innovation across the SMBC organization. This partnership underscores our shared commitment to redefining the client and investor experience and setting a new standard for operational excellence in global financial services.
At Fenergo, our vision has always been to transform how financial institutions engage with their clients by creating seamless, connected, and intelligence-driven lifecycle journeys. SMBC’s rollout of our solution is a powerful validation of that vision.”
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