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.
Fenergo Intro Video

Popular Content


Silicon Valley Bank - Reimagining Onboarding for Startups

In partnership with Fenergo and AWS, Silicon Valley Bank developed a new onboarding process aligned with the unique needs of its clients.


Fenergo Wins Best KYC Solution in Chartis FCC50 Awards

Chartis ranked Fenergo as the best Know Your Customer (KYC) Solution and as tenth overall for financial crime prevention and compliance vendors.


WEBINAR: Avoid De-risking in Correspondent Banking & Maintain Revenue Streams

The panel discuss frameworks for CDD, onboarding, and KYC checks, including how digitalizing compliance reduces risk and costs across jurisdictions.

Fenergo Client Lifecycle Video

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.

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

Know Your Customer (KYC)

ESG Compliance

Client Onboarding

Transaction Monitoring

Account Opening

Case studies

Client Success Stories

Read About How Some of the Leading Banks in the World Have Transformed Their Client Lifecycle Processes.

Bank ABC: A Fenergo SaaS CLM Case Study

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BNP Paribas S.A Celent Model Bank Winner for One KYC

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Mizuho Americas: Digitalizing Client Onboarding

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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


  • 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

Fenergo Ranked as Market Leader by Renowned Analyst Houses
Analyst report

Fenergo Wins KYC Award in Chartis Financial Crime and Compliance50 2024

Fenergo also ranks at #10 in their FCC50 report, an in-depth analysis of vendors that are excelling in their contributions to stopping financial crime.

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Analyst Accolade

Winner of the 2023 IBS Intelligence Sales League Table for Compliance Management

Fenergo has been recognized for demonstrating excellence in Compliance Management technology sales globally by IBS Intelligence.

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Analyst report

Chartis Research Recognizes Fenergo as the Category Leader for KYC Solutions 2023

This is the fourth consecutive year where Fenergo has been classified as the Category Leader for KYC Solutions.

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See how Fenergo SaaS CLM, KYC and Tranaction Monitoring solutions can transform your organization.