Tag: client lifecycle management

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.

The rise of the digital age has brought a plethora of growth opportunities for FinTechs and non-banking financial institutions (FIs). However, many of these entities find themselves ill-prepared to harness these potential gains fully.

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 broaden, financial institutions (FIs) find themselves in a crucial position to respond proactively to the escalating challenges posed by ESG.

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.

RegTech 100 company Finomial, a compliant client lifecycle management platform, has landed a strategic equity investment from Silver 8 Capital.