Digital Agents Now Available
Fenergo’s Agentic Platform introduces a suite of Digital Agents that automate high-volume Client Lifecycle Management tasks. By embedding AI into the heart of the platform, our Agents bring automation, intelligence, and governance together-helping institutions reduce cycle times, improve accuracy, and focus their skilled staff on the cases that truly matter. There is huge potential in reducing manual workloads and creating value from your data by deploying our trusted Agents.
Key Details
- Screening Agent: Automates screening hit resolution with configurable autonomy (manual, semi, full).
- Data Sourcing Agent: Retrieves and enriches data/documents from third-party providers.
- Autocompletion Agent: Autocompletes Data, Document, and Related Parties tasks, based on all necessary information already being captured.
- Significance Agent: Evaluates the significance of data changes using AI.
- Document Agent: Automates classification, extraction, and validation of client documents at scale.
- Central Agent Configuration: Provides a single hub to enable, configure, and manage autonomy levels and instances of each Agent across journeys.
Implications
- Enables straight-through processing (STP) across multiple compliance workflows.
- Provides audit-ready transparency with explainable AI rationales for decisions.
- Reduces manual workload, freeing staff for higher-value analysis and client service.
- Improves compliance accuracy through consistent, policy-driven decisions.
- Delivers operational insights into automation performance, exceptions, and optimization opportunities.
Client Adoption Guidelines
- Begin with semi-autonomous mode to maintain human oversight while measuring automation impact.
- Gradually increase autonomy as confidence grows and outcomes align with risk appetite.
- Review detailed user guides to understand configuration, autonomy modes, and dashboards.
- Validate configurations in lower environments before enabling in production.