Tag: Client Lifecycle Management

KYC Portal CLM has announced a strategic collaboration with PwC United Kingdom (UK) and PwC Channel Islands (CI), combining their expertise to deliver enhanced value for organisations worldwide.

In today’s competitive business landscape, managing the client lifecycle efficiently is more important than ever. KYC Portal CLM offers a comprehensive solution that streamlines every stage of the client journey, from onboarding to ongoing monitoring and beyond. This powerful platform helps businesses ensure regulatory compliance, enhance client satisfaction, and improve operational efficiency.

nCino, a leader in intelligent banking solutions, has announced a definitive agreement to acquire FullCircl, a top UK-based SaaS platform.

Revolutionising client lifecycle management with embedded customer outreach

In an age where the regulatory landscape is as unpredictable as ever, and the integrity of businesses hangs by a thread, companies are increasingly leaning on the forefront of technology to shield themselves from unforeseen risks.

In the rapidly evolving world of financial services, compliance and market dynamics are undergoing significant transformations, driven by macro trends that are reshaping the...

In the realm of FinTech, the transformational power of innovative solutions is often the linchpin to advancing operational efficiency and client satisfaction. This notion...

The journey of digital transformation has been a critical focus for financial institutions (FIs). While considerable progress has been made in digitising compliance and operational processes, a significant challenge remains: addressing Financial Crime comprehensively.

Generali Investments Holding, a powerhouse in the world of asset management with over €504bn assets under management (AUM), has chosen to partner with Fenergo, the industry leader in digital solutions for Know Your Customer (KYC), Transaction Monitoring, and Client Lifecycle Management (CLM).

Today's financial landscape is rapidly evolving, with Environmental, Social, and Governance (ESG) factors gaining a pivotal role. As the sustainability and responsible investing frontiers...