IDC Market Note

The IBM and Fenergo strategic partnership creates a potential CLM/KYC powerhouse product.

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Overview

What is customer lifecycle management?

IBM® Customer Lifecycle Management with Fenergo is an end-to-end platform that enables financial institutions to transform how they manage clients — from initial onboarding to KYC and AML compliance, to client data management and ongoing reviews.

Take a lifetime view of the client, and perform data refreshes, ongoing due diligence and compliance with new regulatory obligations. 

Watch the video (10:54)

IBM Customer Lifecycle Management with Fenergo: Client Onboarding Demo

IBM Customer Lifecycle Management with Fenergo: Client Onboarding Demo (10:54)

Benefits

Designed to reduce risk and costs

Helps cut costs and improve operational efficiencies while better understanding risks of entities and associated parties.

Improved customer experience

Enables financial institutions to provide a single, connected client journey.

Faster customer onboarding

Reduces friction in customer onboarding. The workflow engine provides end-to-end orchestration management.

AI-driven with advanced analytics

Uses advanced analytics insights to help further identify and reduce risks and improve compliance for the entire customer lifecycle.

Feature spotlights

Reduce operations, compliance and IT costs

Comply with local regulations, globally

Take advantage of embedded knowledge for AML, KYC, FATCA, CRS, 871M, OTC derivative rules, MIFID II, GDPR and more.

Enforce industry-specific regulatory rulesets

Build on a library of geographic and industry-specific regulatory rulesets of 70+ global jurisdictions.

Reduce onboarding time up to 82%*

Cut onboarding times for new clients and products.

Improve straight-through processing

Automate workflow rules to cut errors by reusing data and streamlining processes.

Resources

Solution brief

Deliver a seamless customer onboarding experience.

Read the solution brief (127 KB)

Blog

Push forward with digital client lifecycle journeys and AI.

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Webinar

Powering Digital Compliant Client Lifecycle Journeys with AI.

Watch the webinar

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