Discover the Power of Fenergo Client Lifecycle Management
Fenergo CLM delivers tangible benefits and return on investment for financial services firms seeking to digitally transform their client management and compliance operations.
Faster Client Onboarding
Streamlined onboarding of low-to-medium risk clients, higher risk clients and accounts managed by exception.
Improved Operational Efficiencies
Advanced API integrations, fewer touchpoints and re-usability of client information.
Regulatory & Commercial Safety
Policy-driven accurate risk assessments aligned with in-scope AML, KYC and regulatory compliance regulations.
Reduced Total Cost of Ownership
Advanced API integrations connecting the end-to-end client journey.
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.
Client Success Stories
What Our Clients Say
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
"Fenergo provides an excellent Client Lifecycle Management solution that has been customized to fit our requirement and model, and integrated with different systems, data providers and public services."
“Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe”.
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See how Fenergo Client Lifecycle Management solutions can transform your client onboarding and compliance operations.