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Client Lifecycle Management

Client Lifecycle Management

Fenergo Client Lifecycle Management is an end-to-end platform that enables banks to transform how they manage clients – from initial onboarding, to KYC/AML compliance, to client data management & KYC reviews

Fenergo Client Lifecycle Management solution is an enterprise platform that enables financial institutions to manage new and existing client data, documentation, and regulatory requirements, ensuring full compliance with risk and regulatory obligations throughout the entire lifecycle of the client. 

Fenergo Client Lifecycle Management solution componentsFenergo’s lifecycle approach to client management means that our solution goes beyond initial onboarding and takes a lifetime view of the client, enabling the financial institution to perform data refreshes, ongoing due diligence and use the centralized data to support new regulatory obligations, as well as upsell and cross-sell opportunities.

Fenergo’s Client Lifecycle Management solution has been proven to help financial institutions to:

  • Onboard clients quicker and more efficiently (from 34 weeks down to under 6 weeks*)
  • Improve time to revenue by up to 30%;
  • Ensure compliance across multiple, cross-jurisdictional regulatory frameworks;
  • Improve efficiencies and achieve significant operational cost savings;
  • Enhance overall client experience. 

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Client Lifecycle Management

Automates the end-to-end client lifecycle management process from compliance, data, onboarding and ongoing reviews.

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Total Economic Impact of Client Lifecycle Management Solutions

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Case StudiesDownload

Client Lifecycle Management for Capital Markets

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