Client Lifecycle Management
The Investor Lifecycle in 2026: 5 Takeaways That Should Be on Every Fund Manager's Radar
I recently had the privilege of moderating a session with two of the sharpest minds in fund services: Neil DeRosario, VP of Buy Side Product at Fenergo, and Aman Abahel, Global Head of Fund Services at TMF Group. The conversation was candid, data-driven, a
Global Asset Management Solutions & Strategies
Global asset management enables firms to diversify portfolios, manage regional risk, and optimize performance across asset classes. For companies seeking trusted providers, the right solution should simplify regulatory checks, ensure compliance, and suppor
How to Streamline the Investor Onboarding Process With Automation
Investor onboarding is a critical step in building strong, long-term relationships with clients, especially in the fast-paced asset management sector. In today's competitive landscape, asset managers not only need to deliver a seamlessonboarding experience
US FinCrime Operations: Trends Set to Shape 2026
As 2025 draws to a close, we predict a growing focus on margin optimization, centralized client lifecycle management and AI governance in 2026. In the following blog post, Tracy Moore, Director of Thought Leadership & Regulatory Affairs and Garry Teekah, D
CLM Vs CRM: What’s the Difference?
Customer Lifecycle Management (CLM) and Customer Relationship Management (CRM) serve distinct but complementary purposes in financial services. While CRM focuses on managing client interactions and nurturing relationships, CLM oversees the entire client jo
Turning Compliance Into a Growth Engine With Fenergo’s Digital Agents
We recognize that within the client lifecycle management (CLM) ecosystem, financial institutions still face an ongoing challenge: compliance and client lifecycle processes are highly manual, time-consuming, and resource-heavy. Teams spend countless hours r
Target Operating Models for CLM: Practical Insights from Fenergo and PwC
As banks and financial institutions (FIs) face mounting regulatory and operational pressures, the strategic implementation ofClient Lifecycle Management(CLM) solutions has become essential. In a session hosted by Fenergo and PwC, industry leaders came toge
From CLM to FinCrime OS: Revolutionizing Compliance With AI-Driven Intelligence
Navigating the landscape of financial crime compliance has become increasingly challenging. Fragmented systems, manual processes, and relentless regulatory demands are burdening financial institutions (FIs) with rising costs and diminishing returns. Despit
Thinking of Building Your Own CLM? Here’s How to Make an Informed Decision
Financial institutions (FIs) are quickly realizing that client lifecycle management (CLM) isn't just a back-office function; it's a strategic asset. Nonstop regulatory changes and the rise of digital-first customers magnify the importance of a robust CLM s
Navigating the Future of KYC and Onboarding in Asset Servicing
The asset servicing landscape is undergoing a period of significant transformation, driven by evolving regulations, heightened client and investor expectations, and the imperative for greater operational efficiency. Recently, Fenergohosted a webinardelving
Streamlining Success: How Integrated Investor and Asset Due Diligence Empowers Luxembourg's Asset Servicers
Asset servicers in Luxembourg face mounting pressure to manage risk, meet compliance requirements, and enhance operational efficiency. Traditionally, Client and/or Investor Due Diligence (CDD) and Asset Due Diligence (ADD) have been handled separately. How
Empowering Traders: The Transformational Impact of Fenergo’s Trader Request Portal
In the world of energy and commodities trading, efficiency is the currency of success. Traders are often at the forefront, managing counterparty relationships, securing new business, and ensuring smooth operations. Yet traditional methods of submitting req
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