Client Lifecycle Management

Award-winning SaaS-based solutions that empower financial institutions to: 

  • Transform the client experience throughout the client lifecycle
  • Improve operational efficiencies and return on investment
  • Comply with evolving regulations and fight financial crime
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Digital KYC & client onboarding journeys

Faster. Simpler. Better.

Customers expect simple and efficient digital journeys.

However, financial firms must gather and validate detailed client information to serve their customers' needs and ensure regulatory compliance.

Fenergo CLM digitalizes the end-to-end client journey - from initial client onboarding to Know Your Customer (KYC) and regulatory compliance all the way through to regular and event-driven KYC reviews.

Fenergo makes the complex seem simple by re-using existing client information or digitally sourcing it within our API ecosystem. We create digital journeys for all types of clients - including institutional, corporate, SMEs, investors, merchants, private clients - that deliver a great client experience and minimize cost to serve. Our community-led regulatory policy and rules ensure compliance by design.

More on Fenergo CLM

Discover the power of Fenergo CLM Fenergo Client Lifecycle Management software solutions help financial institutions to achieve significant benefits and tangible return on investment (ROI).

"Consolidating cost metrics across the enterprise and business lines is a major focus for most financial institutions in today’s climate. As the industry responds to the impact of the global health crisis, ROI that can be attributed to specific outcomes is crucial to the decision-making processes of any technology implementation."

Leonardo Lanzetta, Head of Data Management & Analytics Group, SMBC Nikko Securities America, Inc.


Reduce risk & manage compliance

Fenergo’s risk-based financial crime and regulatory solutions ensure compliance with a wide array of regulatory frameworks across 120+ jurisdictions throughout the client lifecycle. 


Improve operational efficiencies

Fenergo delivers a 40% reduction in the cost to serve customers with straight through processing, helping financial institutions to automate internal processes for faster, streamlined client experiences.


Transform the client experience

With 80% faster onboarding and fewer touchpoints, Fenergo CLM enables financial institutions to deliver an exceptional client experience first time, every time.


Unlock revenue potential

With Fenergo, financial institutions can increase client acquisition volumes by 50% and expand new business potential with existing clients. 

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Case studies

Client Success Stories Read about how some of the leading banks in the world have transformed their client lifecycle processes.

Find the right Fenergo solution for your institution

Corporate & Institutional Banking link
Corporate & Institutional Banking

  • Onboarding and maintenance of multiple accounts for complex legal structures 
  • Streamlined onboarding of low-to-medium risk clients
  • Faster compliance with evolving regulatory requirements

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Commercial & Business Banking link
Commercial & Business Banking

  • Streamlined account opening
  • Automated financial crime and regulatory compliance
  • Enhanced client experience through every stage of the client-banking relationship

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Asset Management Firms link
Asset Management Firms

  • Digital onboarding for client and investors
  • Optimized process efficiencies 
  • Reduced risk with a single client view 
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Asset Servicing Firms link
Asset Servicing Firms
  • Faster investor and client onboarding 
  • Financial crime & compliance by design 
  • Digital and centralized data management 
  • A single platform across the investor lifecycle 
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Private Banking & Wealth Management link
Private Banking & Wealth Management

  • Faster onboarding of complex clients
  • Optimized and digitalized client experiences
  • Regulatory compliance for complex requirements
  • Digital data acquisition and management

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Fenergo delivers real return on investment


In regulatory cost savings over four years


Faster onboarding


Decrease in KYC and AML costs


Reduction in client onboarding touchpoints

No. 1 for KYC & CLM technologies Fenergo ranked as market leader by renowned analyst houses

Analyst Report

Chartis RiskTech100® 2022 – Research Report

The RiskTech100® 2022 is an independent study by Chartis Research that evaluates the world’s major players in risk and compliance technology.

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Analyst Report

Aite Report ranks Fenergo Best-in-Class for Client Lifecycle Management Solution

The new report ‘Client Life Cycle Management Vendor Review: All on Board in Capital Markets?’ by global research and advisory firm Aite Group recognized Fenergo’s Client Lifecycle Management (CLM) solution as Best-in-Class for capital markets.

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Analyst Report

Fenergo Ranks Category Leader for KYC Software 2020 by Chartis Research

Download the report to find out how Fenergo KYC outperforms on entity resolution, reporting and dashboards, KYC risk scores, customer profile enforcement with additional data, customer onboarding and workflow engine.

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See how Fenergo Client Lifecycle Management solutions can transform your client onboarding and compliance operations.

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