Market Leading Client Onboarding Software
- Digitalize the end-to-end client onboarding journey
- Reduce risk and manage compliance with Fenergo’s API-first solution
- Achieve operational efficiency, leveraging purpose-built AI Agents
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Discover the Power of Digital Client Onboarding
Fenergo combines digital client onboarding with powerful automation to increase efficiencies, reduce onboarding times and time-to-revenue, enhance client experience, and maintain regulatory compliance.
Increase Operational Efficiency
Transform Client Experience
Reduce Risk and Manage Compliance
Unlock Revenue Potential
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, KYC reviews and AML due diligence.
Automate the heavy lifting, cut onboarding times, and slash operational costs.
Less paperwork. More progress.
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.
- Rules-driven automation across entity resolution, data validation and enrichment
- Cleaner data, faster decisions, and serious time savings
Smarter sourcing. Stronger profiles.
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.
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.
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.
Kyra
The digital assistant
Kyra is your digital AI assistant that leverages natural language processing, large language models and generative AI to return data and insights to users.
Access Kyra from anywhere and gain valuable insights to help you make decisions.
Easy to use with natural language querying making Kyra accessible to all users.
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.
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.
- Rules-driven automation across entity resolution, data validation and enrichment
- Cleaner data, faster decisions, and serious time savings
Smarter sourcing. Stronger profiles.
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.
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.
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.
Kyra
The digital assistant
Kyra is your digital AI assistant that leverages natural language processing, large language models and generative AI to return data and insights to users.
Access Kyra from anywhere and gain valuable insights to help you make decisions.
Easy to use with natural language querying making Kyra accessible to all users.
Market Leader for KYC & Client Lifecycle Management
Fenergo recognised as Category Leader in RiskTech Quadrant® for KYC Solutions 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 CLM Solutions in Corporate & Investment Banking 2025
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Why organizations choose us
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.
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.
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.
Frequently Asked Questions
What is Client Onboarding & KYC?
Client on boarding is the process by which Financial Institutions integrate new clients into their business and establish a working relationship. KYC (Know Your Customer) guidelines and regulations require FI’s to adequately identify and verify those with which they do business. KYC is part of the client onboarding process but is also an ongoing obligation that must be met throughout the lifecycle of the business relationship.
How to Optimize Client Onboarding?
To ensure an efficient and effective process Financial Institutions must invest in client onboarding software. Many FIs suffer from either a lack of technology or fragmented systems that do not provide a single view of their clients. Technology can be leveraged to automate many of the manual tasks that exist in the client onboarding process as well as providing a single source of truth for client profiles across the institution.
Why Choose SAAS for Client Onboarding and KYC?
Software as a Service has many benefits and is the most popular method of provisioning enterprise software. SAAS solutions for client onboarding & KYC lead to reduced time to benefit, lower cost of ownership, scalability & seamless integration.
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Request a free demonstration of our onboarding solution or contact us to learn more
