Future-Proofing 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.
Popular Content
WEBINAR: Guidance on Global 2024 Regulatory Changes
Our expert panel will discuss:
- The EU’s new AML package and its impact
- Why FinCEN is adopting a new approach to beneficial owners
- How Australia’s new AML/CFT update will affect regulatory harmonization
Fenergo Leads in Chartis RiskTech® Quadrant for KYC
Fenergo is helping financial institutions solve the real problems of customer onboarding with superlative KYC solutions.
Integrated KYC and Scaling for Success
A report in collaboration with FINTRAIL and senior compliance executives at Wise, Banking Circle and ClearBank.
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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:
- initial Client Onboarding and Know Your Customer (KYC)
- to ongoing Transaction Monitoring, ongoing due diligence and perpetual KYC reviews
- to ensuring compliance with other regulatory frameworks such as ESG
- finally, to Client Offboarding.
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.
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.
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Client Success Stories
Find the Right Fenergo Solution for Your Institution
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
Commercial & Business Banking
- Streamlined account opening
- Automated financial crime and regulatory compliance
- Enhanced client experience through every stage of the client-banking relationship
Asset Management Firms
- Digital onboarding for client and investors
- Optimized process efficiencies
- Reduced risk with a single client view
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
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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Fintechs
- 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
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
Chartis RiskTech100® 2022 –Research Report
The RiskTech100® 2022 is an independent study byChartis Research that evaluates the world’s majorplayers in risk and compliance technology.
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.
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.
Request a Demo
See how Fenergo Client Onboarding can help financial institutions digitalize and automate the end-to-end client onboarding journey
