Karl from Fenergo demonstrates how to use ETL to create and update product to entity associations.

Karl from Fenergo demonstrates how to use ETL to create and update product to entity associations using etl.

Clodagh from Fenergo gives a demo of the Bank Account Risk Assessment task, which calculates bank account risk for each bank account that has been added or edited within a journey, along with the aggregated risk of all bank accounts associated with an entity.

Karl from Fenergo demonstrates how to use ETL to create and update investment and bank account records while establishing relationships between investment accounts, bank accounts, funds, and investors.

Georgina discusses the new Related Party Data & Documents task - splitting hierarchy capture from ID&V data/doc collection, with scoping rules and mandatory enforcement.

Roscha from Fenergo demonstrates how to use and configure Portals Outreach Requests Dashboard. Additionally, this video covers the data completion checks on related parties functionality.

Roscha from Fenergo demonstrates how to configure the enhanced styling and formatting that Email Template V2 introduces. Additionally, this video covers the configuration of rich text editor and how it displays in the Portal.

Roscha from Fenergo provides an overview of the recent Trader Portal Enhancements. She demonstrates the enforcement of Product Capture, Maintenance Requests, and touches on the consolidation of configuration between the standard and trader portal.

Emma from Fenergo demonstrates the integration of screening tables into Advanced Reporting, which provides users with the ability to query, analyse, and report on screening-related data.

Emma from Fenergo demonstrates the new Alias Screening feature that allows users to screen entities using multiple names, such as aliases (AKA) or former names (FKA), within a single inquiry. Alias Screening is available for both WCO and custom screening providers.