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CLM services

Adaptix Solutions leverages KYC, AML and client data to seamlessly onboard clients faster while ensuring regulatory compliance.

Vendor agnostic, we support and execute your CLM transformation from design to implementation and rollout. 

ADAPTIX is a Fenergo Platinum Partner.

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Why Adaptix Solutions

 

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200+ CLM experts

We have product-certified staff members (Fenergo, Napier, Mulesoft) ensuring technical and functional support to our clients.

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Full SDLC coverage

Our team provides design, adoption, configuration, testing, DevOps and deployment services.

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Consultancy on demand

Our experts can assist with CLM health checks, solution design, testing, data migration and integration, and more.

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Support for the CLM ecosystem

We work all the relevant products that provide needed CLM functionality and complement the velocity and agility of your setup.

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Platform agnostic, transition to cloud and PaaS

  

Ensure a streamlined client experience

Learn more about Adaptix Solutions’s Capital Markets offerings

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Benefits of a CLM transformation

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Ensure compliance and bank protection

  • Provides accurate data and documents from trusted sources 
  • Automatically identifies regulations and classifications for the client
  • Automates screening and alerts throughout onboarding and client activities 
  • Ensures consistency in policies across entities and geographies
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Improve process efficiency and productivity

  • Streamlines processes across multiple jurisdictions
  • Reduces document analysis by using trusted sources 
  • Leans and automates processes 
  • Monitors execution 
  • Reduces the operational burden by automating false-positive alerts 
  • Facilitates data- and document-sharing policies between entities 
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Accelerate revenue generation

  • Enables cross- and up-selling with a full client view of client data
  • Identifies business opportunities by using machine learning 
  • Simplifies client passporting between jurisdictions to speed up new business
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Build a customer-value proposition

  • Provides a better client journey by reducing client reach out
  • Reduces information requested from clients by using available data from public or internal sources
  • Provides digital capability to clients (self service/client portal)
  • Provides visibility on progress to the client
  • Identifies products and services that bring value to the customer

 

Our CLM solutions

 

 

Our services

Operational consulting

Technical solutions

Accelerators

 

Our CLM offering

 

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CLM transformation

Enhance your business performance with modernized CLM solutions.

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Accelerate data migration

Increase the speed and accuracy of your data migration process.

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Vendor selection

Our experts will assist in the selection and implementation of vendors.

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Support self-sufficiency path

Become self-sufficient using up-to-date CLM solutions and practices.

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Promote and optimize client data

Discover a more efficient approach to processing client data.

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Post-implementation support

Get professional and reliable CLM support following implementation.

 

Our Fenergo capabilities

 

Preferred end-to-end implementation partner while remaining independent of Fenergo
Adaptix Solutions has 130 resources engaged in FenE or FenX implementation across more than ten clients worldwide. We bring the experience and independence of a partner, taking you through the platform’s adoption with minimal configuration, legacy-system integration and data migration.
Advisory and management
Adaptix Solutions brings a 360-degree view of the ecosystem and industry benchmark. We’ll help you build your vision and convert it into actionable deliverables. Our experts will safeguard the execution of the plan, monitoring the budget and various teams engaged.
Managed services
Post implementation, Adaptix Solutions can maintain the application, addressing small changes and handling the overall maintenance. Also, our self-sufficiency service will help reduce your TCO.
Accelerators
Conscious of time and budget restrictions, we have built accelerators to help you benefit from the product faster and with better-quality data. The Adaptix Solutions team will be glad to demonstrate data migration and integration accelerators at a time to suit you.
Transition to FenX
Our team is experienced in both FenE and FenX and can help you manage the transition from one to the other. We’ll design and adapt the functionalities, assess the possibilities, support any change necessary at a bank level, and execute integration and data migration.

 

ADAPTIX, a Platinum Fenergo partner

 

 

 

 

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We are thrilled to have Adaptix Solutions as a platinum partner for delivery. Their deep experience, industry knowledge and heritage of providing proven digital transformation and systems integration for the world’s largest enterprises make them an ideal partner for Fenergo and will enable us to scale at a greater pace.

Marc Murphy
CEO, Fenergo

 

Adaptix global presence 

 

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61

offices

28

countries

 

Talk to one of our CLM experts

Sripada Das, Client Lifecycle Management Solutions Lead

Sripada Das

Client Lifecycle Management Solutions Lead
Phillip Cranfield, Wealth Management Lead, Adaptix Solutions

Phillip Cranfield

Wealth Management Lead, Adaptix Solutions
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Consult one of our global strategists today

 

News and insights

The future of KYC and AML: The challenges and opportunities of perpetual KYC

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The future of KYC and AML: The challenges and opportunities of perpetual KYC

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Perpetual KYC — keep on top of client monitoring

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Perpetual KYC — keep on top of client monitoring

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