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Segments
Fenergo’s Client Lifecycle Management solutions provide a rules-driven, risk-based approach to onboarding clients.
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Fenergo Client Lifecycle Management empowers commercial, business and retail banks to deliver a simple, consistent and personalized digital customer journey.
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Retail Banking Brochure Contact a Specialist Request a Demo
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Fenergo CLM enables commercial and business banks to deliver a modern, digital experience to clients, from any channel of their choice.
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Our world-class Client Lifecycle Management solution manages the end-to-end client journey.
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Request a Live Demo Contact an Expert Asset Management Solution Transfer Agents
& Fund Administrators
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Fenergo digitalizes the client lifecycle management process for private banks and wealth managers.
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Solutions
Featured Solutions
Anti-Money Laundering Know Your Customer Client Risk Rating
Regulatory Rules Engine Margin Requirements Tax Compliance OTC Derivatives Regulatory Client Outreach KYC Remediation GDPR Hierarchy Manager
Global KYC, AML & Tax Engine

Featured Solutions
Digital Configuration Studio Client Lifecycle Management Regulatory Onboarding
AML/KYC & Tax Compliance Client & Counterparty Data Mgmt Regulatory Rules Engine CLM in the Cloud Regulatory Client Outreach Client Off-Boarding Data Integration Manager KYC Remediation
Digital Client Onboarding & Lifecycle Management

Featured Solutions
Digital Configuration Studio Client Portal Robotics, AI & Blockchain
Client Lifecycle Management Regulatory Rules Engine Regulatory Client Outreach KYC Remediation Management Intelligence
& Analytics Data Integration Manager
Digital Client & Account Journeys & Experiences

Streamlined Digital Client Orchestration across multiple channels, business lines and jurisdictions
Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.
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Automated Client Orchestration

A complete SaaS solution for Digital Account Opening & Client Lifecycle Management
Fen-Xcelerate Solution Product Brochure Press Release
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New Product Announcements Check out the latest product updates and enhancements below.
Real-Time Digital KYC e-KYC Connect Salesforce Integration Hierarchy Manager Digital Configuration Studio Rules as a Service Digital Client Orchestration Transfer Agents & Fund
Administrators Compliance Backbone
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Fenergo's solutions help investment, corporate, commercial and private banks to solve challenges across compliance, client data, onboading and lifecycle compliance
Discover the sectors where we are delivering the global standard in Client Lifecycle Management
Corporate & Institutional
Banking Commercial, Business &
Retail Banking Asset Management & Services Private Bank / Wealth Mgmt
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Resources
Featured Whitepapers
Whitepapers Reports
Explore our extensive library of whitepapers & reports on topics such as AML/KYC, Data Management & Regulatory Client Onboarding
Digital KYC: Risk-Based Solution
for the ‘High Risk’ Conundrum How Technology Can Save
Commercial & Business Banks from the Brink Financial Services & Cloud:
Delivering Next Gen Digital Transformation Global Research Report on Financial Institution Fines and Enforcement Actions
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Featured Blogs
The Future of Client Onboarding
for Financial Institutions The Commercial, Business and Retail
Banking Outlook for 2020 and Beyond
Keep up-to date and hear from experts on industry challenges in the areas of regulatory, data & compliance
6 Reasons to Connect
to e-KYC Utilities Digitalizing the Client Lifecycle to
Create Golden Moments of Client Interactions Digital KYC - Transforming the Customer Journey The Death of Traditional KYC
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Featured Brochures
Client Lifecycle Management Real-time Digital KYC
See how Fenergo's Client Lifecycle Management, KYC/AML compliance & Data Management solutions can help you
Asset Management Retail Banking Regulatory Rules Engine Commercial & Business
Banking
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Featured Case Studies
KYC Shared Services
for a Global Bank Optimizing KYC Client Reviews
for Efficiency & Control
See how Fenergo's Client lifecycle Management Solution has helped other Financial Institutions improve efficiencies, control and time to revenue for the KYC and Client Onboarding process
Regulatory Onboarding for Global Capital Markets Client Lifecycle Management for Capital Markets
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Featured Resources
The Future of Blockchain Based
KYC Utilities
Hear from some of our experts on Client Lifecycle Management, KYC/AML Compliance & Data.
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Fenergo remains at the forefront of an ever-changing industry by developing and sharing best practice approaches to complying with evolving regulatory compliance and data management obligations.
Meet some of the experts below who are creating the Global Standard in Client Lifecycle Management.
Laura Glynn James Monaghan Marc Murphy Andy Mantzios Joe Dunphy Audrey O'Neill
Meet The Experts

Read more information on the answers to some frequently asked questions
Read the answers to frequently asked questions in the following areas
Know Your Customer Anti-Money Laundering MiFIDII GDPR
FAQs
Company
Featured Areas
About Us What Make Us Different
Meet some of the people behind Fenergo.
Board of Directors Management Team Our Clients
About Us

Keep up to date with the latest events, news and media coverage from Fenergo.
Press Releases Newsletter Fenergo Events Analyst Relations Awards & Accreditation Fenergo Gallery
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Fenergo is an active speaker and exhibitor at many global events. Get more information about upcoming and recent events and webinars.
Fenergo Events On-demand webinars
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As a rapidly growing global company, Fenergo strives to conduct
its business in a socially
responsible manner in each of the markets in which we operate.
See how we strive to serve each of our stakeholders.
Our Community Our Clients & Partners Workplace Environment
See Our 2017 Charities

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