Then, Fenergo shared how its Deal Manager can assist with the client on-boarding process:
“Deal Manager (DM) offers financial institutions a unique and full-featured application for client on-boarding and account opening. By systemizing highly complex KYC, Client Due Diligence and credit processes, Deal Manager delivers efficiency, transparency and control across new business processing, and ensures ongoing requirements are managed.
It ticks the box for compliance with flexible on-boarding and account opening models that integrate policy, document and regulatory requirements for all major markets. With Deal Manager, institutions can manage all KYC and on-boarding requirements for individual and institutional clients, as well as credit, legal documentation processes for new products and services.”
Product Launched: April 2010
HQ Location: Dublin, Ireland
Company Founded: 2009
Metrics: 50 employees, 4.1 million in 2011 revenues
