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 ClientBank ABC - Fenergo Client

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Trusted by leading organizations
Bank ABC - Fenergo Client
Santander - Fenergo Client
Bank ABC - Fenergo ClientBank 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 Fenergo AI Agents

Deployed across the Fenergo FinCrime Operating System, our first cohort of intelligent, purpose-built agents are transforming client lifecycle management with speed, accuracy, and compliance.

Document Agent

The paperwork eliminator

Fenergo AI Document Agent uses generative AI and large language models to classify, extract and validate client documents - powering faster, smarter onboarding and KYC reviews.

Automate the heavy lifting, cut onboarding times, and slash operational costs.

Less paperwork. More progress.

Download Datasheet

Data Sourcing Agent

The profile optimizer

Fenergo’s AI Data Sourcing Agent automatically pulls, compares and prioritizes KYC data from multiple sources to streamline onboarding and reviews.

Smarter sourcing. Stronger profiles.

Download Datasheet

Screening Agent

The false positive killer

Fenergo’s AI Screening Agent automates match resolution and real-time explainable decisions - all with built-in human oversight.

Say goodbye to manual reviews and hello to faster, audit-ready results.

Consistent, scalable, and compliance-ready from day one.

Download Datasheet

Significance Agent

The noise silencer

Fenergo’s AI Significance Agent uses intelligent change classification to instantly flag high-impact client data updates, so your teams can skip the noise and focus where it counts.

No more wasted time on low-impact updates. Just smarter reviews, faster decisions and leaner workloads. Clarity at speed.

Download Datasheet

Autocompletion Agent

The straight-through processer

Fenergo Autocompletion Agent leverages policy rules to drive true straight-through processing with human intervention by exception.

Less effort, faster progress, and more time for what really counts.

Effortless execution. Maximum efficiency.

Download Datasheet

Document Agent

The paperwork eliminator

Fenergo AI Document Agent uses generative AI and large language models to classify, extract and validate client documents - powering faster, smarter onboarding and KYC reviews.

Automate the heavy lifting, cut onboarding times, and slash operational costs.

Less paperwork. More progress.

Download Datasheet

Data Sourcing Agent

The profile optimizer

Fenergo’s AI Data Sourcing Agent automatically pulls, compares and prioritizes KYC data from multiple sources to streamline onboarding and reviews.

Smarter sourcing. Stronger profiles.

Download Datasheet

Screening Agent

The false positive killer

Fenergo’s AI Significance Agent uses intelligent change classification to instantly flag high-impact client data updates, so your teams can skip the noise and focus where it counts.

Say goodbye to manual reviews and hello to faster, audit-ready results.

Consistent, scalable, and compliance-ready from day one.

Download Datasheet

Significance Agent

The noise silencer

Fenergo’s AI Significance Agent uses intelligent change classification to instantly flag high-impact client data updates, so your teams can skip the noise and focus where it counts.

No more wasted time on low-impact updates. Just smarter reviews, faster decisions and leaner workloads. Clarity at speed.

Download Datasheet

Autocompletion Agent

The straight-through processer

Fenergo Autocompletion Agent leverages policy rules to drive true straight-through processing with human intervention by exception.

Less effort, faster progress, and more time for what really counts.

Effortless execution. Maximum efficiency.

Download Datasheet

Market Leader for KYC & Client Lifecycle Management​

Fenergo recognised as Category Leader in RiskTech Quadrant® for CLM Solutions in Corporate & Investment Banking 2025

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Fenergo Wins Three Coveted Awards in Chartis RiskTech100®

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Fenergo Ranks #9 in Chartis Financial Crime & Compliance50 2025

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Fenergo recognised as Category Leader in RiskTech Quadrant® for KYC Solutions 2024

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Why organizations choose us

Europe’s leading infrastructure provider for cryptocurrencies and digital assets turned to Fenergo for KYC compliant onboarding to enable efficient trading. Its trend-setting partnership with Fenergo enables Boerse Stuttgart Digital to digitally orchestrate every process that customers using its solution go through in order to access the digital assets market.

Read the Case Study on Boerse Stuttgart Digital

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

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