Tracy Moore

Director of Strategic Thought Leadership & Regulatory Affairs Fenergo

Tracy Moore is the Director of Thought Leadership & Regulatory Affairs at Fenergo, the global leader in Client Lifecycle Management (CLM) technology for financial institutions. With over 25 years of experience in investment banking, specializing in Legal, Compliance, and Client Onboarding, Tracy is a recognized expert in financial crime risk management, regulatory change, and digital transformation.

Day 1 | 10th March

2:15 PM Innovation Workshop: From Process to Performance: Optimizing the End-to-End Client Lifecycle

If you’re modernizing operations, this session focuses on what actually delivers results not just what sounds good.

Fragmented processes, manual handoffs, and disconnected data continue to slow client onboarding and limit the strategic value of operational systems resulting in duplicated effort, inconsistent due diligence, and reporting that falls short of business expectations.

In this breakout session, we’ll explore how forward-thinking firms are re-architecting the end-to-end client lifecycle using automation, AI, and connected data models to create more efficient, transparent, and scalable operations.

Expect a practical, experience-driven discussion on how to streamline onboarding without compromising due diligence, enable continuous lifecycle management across the client journey, and transform reporting into actionable intelligence that strengthens client relationships.

Day 2 | 11th March

1:25 PM Working Group F: Client-Centric Ops Models: What operational changes are needed to transform client servicing into a strategic differentiator — from onboarding to reporting — while balancing scale with personalization?

Check out the incredible speaker line-up to see who will be joining Tracy.

Download The Latest Agenda