NewgenONE Platform for
Financial Compliance and Reporting
Comply with regulatory requirements to mitigate risk and enable secure operations.
Ensure your organization’s compliance with various regulatory and internal requirements by leveraging our industry-specific, platform-based solutions. Automate your end-to-end compliance and reporting processes to increase visibility, guarantee data security, bridge operational silos, and stay future-ready.
Features of Financial Compliance & Reporting Software
Wealth Management Reporting
Automate end-to-end reporting process. Cover Every aspect of client reporting, including data aggregation, validation, creation of personalized reports, multi-channel distribution, and archival. Monitor process performance, rule-defined approvals, and customer communications with controlled process, and KPI-based allocations and activity dashboards. Drive better departmental coordination, communication, and information handling with an interconnected account opening workflow.
FATCA Compliance
Get end-to-end compliance, from initiation to classification, remediation, decision making, and archival. Classify and maintain documents, along with reporting of Know Your Customer (KYC) details required for FATCA activities. Automate due diligence processes, enabling relationship managers to handle multiple complex customer relationships. Ensure smooth execution of FATCA KYC activities on top of existing core banking systems and get better visibility, control, and data security.
Common Reporting Standard
Get a step-by-step, comprehensive compliance strategy. Ensure compliance, stay future-ready, and engage customers with a configurable framework. Access the combined power of our BPM, case management, ECM, and CCM software.
Wealth Management Reporting
Automate end-to-end reporting process. Cover Every aspect of client reporting, including data aggregation, validation, creation of personalized reports, multi-channel distribution, and archival. Monitor process performance, rule-defined approvals, and customer communications with controlled process, and KPI-based allocations and activity dashboards. Drive better departmental coordination, communication, and information handling with an interconnected account opening workflow.
FATCA Compliance
Get end-to-end compliance, from initiation to classification, remediation, decision making, and archival. Classify and maintain documents, along with reporting of Know Your Customer (KYC) details required for FATCA activities. Automate due diligence processes, enabling relationship managers to handle multiple complex customer relationships. Ensure smooth execution of FATCA KYC activities on top of existing core banking systems and get better visibility, control, and data security.
Common Reporting Standard
Get a step-by-step, comprehensive compliance strategy. Ensure compliance, stay future-ready, and engage customers with a configurable framework. Access the combined power of our BPM, case management, ECM, and CCM software.
Customers
Customers
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Innovative Product Suite Enabling Digital Transformation
Newgen is the leading provider of AI-enabled unified digital transformation platform with native process automation, content services, and communication management capabilities. Globally, successful enterprises rely on Newgen’s industry-recognized low code application platform (LCAP) to develop and deploy complex, content-driven, and customer-engaging business applications on the cloud. Our products and applications have been recognized by the top analyst firms, including Gartner and Forrester.
Successful Implementations Worldwide
For nearly three decades, Newgen has been driving digital transformation initiatives and delivering superior customer experience with our industry-specific applications, available on cloud, on-premises, and in hybrid environments. Our platform-based products seamlessly integrate with virtually any internal and external systems, to ensure that our customers maximize their ROI from existing investments, while staying compliant and future-ready.
