Client Lifecycle Management

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

  • Digitally transform the client experience throughout the client lifecycle
  • Improve operational efficiencies and return on investment
  • Manage compliance with KYC, AML and other regulatory compliance obligations
  • Reduce risk with continuous monitoring of clients and transactions throughout the client lifecycle.

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Popular Content

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Case Study: Northern Trust

Clive Bellows, Head of Global Fund Services, at Northern Trust talks about how Fenergo’s Client Lifecycle Management solution streamlines client onboarding while improving operational efficiencies and client experiences.

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Webinar: How Fintechs Can Win With AML

How Fintechs Can Win with AML

Our expert panel discuss why Transaction Monitoring is so crucial for fintechs to get right, best practice tips for integrating automated KYC and real-time TM into your AML workflow, and how to approach AML in the most effective ways.

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Webinar on Financial Sector Fines

Reading Between the Fines

Our annual research report, 'Reading Between the Fines' - dives deep into Fenergo's analysis of enforcement data from 2022.

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Client Lifecycle Management Presentation Meeting in an Office

No. 1 Client Lifecycle Management Technologies

Fenergo enables financial institutions to transform the end-to-end client lifecycle experience, future-proof regulatory compliance and enhance operational efficiencies that make for an improved client experience.

It digitally orchestrates client journeys through every stage of the client lifecycle from:

Fenergo dynamically manages any client type, any product type and every client journey for all segments, channels and devices, offering clients a frictionless digital experience.

Find out more about how Fenergo can help you digitalize and automate the Client Lifecycle Management process.

More on Fenergo CLM

Discover the Power of Client Lifecycle Management by Fenergo Fenergo’s Suite of 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.


Manage Financial Crime & Regulatory 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 Onboarding and Lifecycle Experience

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


Unlock Revenue Potential Throughout the Client Lifecycle

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

SaaS Solutions from Fenergo Check Out Fenergo’s Suite of SAAS Solutions

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Know Your Customer (KYC)

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ESG Compliance

Client Onboarding Solution See more

Client Onboarding

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Transaction Monitoring

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Account Opening

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

  • 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

  • Digital onboarding for client and investors
  • Optimized process efficiencies
  • Reduced risk with a single client view
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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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  • Efficiently manage global KYC and AML due diligence requirements
  • Eliminate silos with a single, transparent client view
  • Monitor clients' transactions in real-time and reduce false positives
  • Ensure continuous compliance through automated monitoring of client behaviour
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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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