Fenergo AI-Powered Client Lifecycle Management

Discover The Power of Fenergo CLM

  • Achieve operational efficiency, leveraging purpose-built AI Agents
  • Align with AML, KYC and regulatory standards
  • Reduce the total cost of ownership with advanced API integrations
Trusted by leading organizations
Bank ABC - Fenergo Client
Santander - Fenergo Client
Bank ABC - Fenergo Client
Bank ABC - Fenergo Client

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Trusted by leading organizations
Bank ABC - Fenergo Client
Santander - Fenergo Client
Bank ABC - Fenergo Client
Bank ABC - Fenergo Client

Centralize Client Data into a Single Entity Profile

Digitally transform your client management and compliance operations with AI-powered CLM from Fenergo, reduce the total cost of ownership and streamline operations.

1

Regulatory & Commercial Safety

Risk assessments aligned to policy, AML, KYC and regulations

2

Faster Client Onboarding

Automate low to medium risk client onboarding, manage higher risk accounts by exception.

3

Improved Operational Efficiencies

Streamline processes with fewer touchpoints and re-usability of client information.

Introducing KYRA

The Governed Agentic Workforce for the Client Lifecycle

KYRA helps CLM and KYC teams move work faster without losing control. Built on Fenergo’s trusted Legal Entity System of Record Fen-X, KYRA coordinates agentic work across onboarding, periodic reviews, monitoring and change. Agents execute. Humans stay in the loop. Every outcome is governed through the Continuous System of Control.

Market Leader for KYC & Client Lifecycle Management​

GlobalData Celent Luminary 2026 award badge

Fenergo recognized as a Luminary in Celent’s 2026 KYC CDD / CLM report and receives the XCelent Breadth of Functionality Award

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Chartis CLM Solutions for CIB 2025 award badge

Fenergo recognised as Category Leader in RiskTech Quadrant® for CLM Solutions in Corporate & Investment Banking 2026

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Chartis KYC Solutions 2025 award badge

Fenergo recognised as Category Leader in RiskTech Quadrant® for KYC Solutions 2025

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Chartis Risktech100, 2025 Fenergo

Fenergo Wins Three Coveted Awards in Chartis RiskTech100®

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Chartis Financial Crime and Compliance50, 2025 #9 Fenergo

Fenergo Ranks #9 in Chartis Financial Crime & Compliance50 2025

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Chartis KYC Solutions 2025 quadrant award badge

Why organizations choose us

BNP Paribas logo

BNP Paribas’ groundbreaking One KYC Initiative - for collecting, storing and maintaining information and documents for Know Your Customer (KYC) and Client Onboarding - has transformed how the Bank serves its corporate and business clients globally.

Read Celent’s Model Bank Awards Case Study on BNP Paribas
LBBW Markets logo

A story of a successful partnership with Fenergo, this story reveals the mindset behind large-scale transformation - how a respected institution embraced change to deliver faster onboarding and reviews, stronger governance, and a more connected experience for clients.

Watch the Case Study on LBBW
StoneX - Fenergo client

As one of the largest financial services firms in the US, StoneX wanted to offer a better client experience. It selected Fenergo to digitalize client onboarding and KYC processes, which resulted in increased operational efficiencies that is transforming the client experience, thereby unlocking revenue potential.

Watch Diego Rotsztain, Chief Governance and Legal Officer at StoneX
See all case studies

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

Frequently Asked Questions

What is CLM?

CLM serves as an exhaustive architecture that evaluates each stage of customer engagement with a financial institution. It extends beyond traditional CRM systems by offering meticulous analytics that detail each facet of the client's journey through the lifecycle.  

Read more here.

What does the future of CLM look like?

The financial industry is on the brink of a watershed moment, and the future of CLM undeniably lies in AI. It's no longer a question of whether to adopt AI, rather how to implement it safely and effectively.  

Read more here.

How do AI and automation improve CLM?

AI and other automation processes create a systematic solution that streamlines CLM. Doing this transforms routine tasks. In turn, this allows human resources to focus on more valuable initiatives.

Read more here.

Ready to get started on your CLM journey?

Request a free demonstration of our solutions or contact us to learn more

Fenergo CLM Screenshots