Fenergo AI-Powered Client Lifecycle Management

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
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

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.

1

Increase Operational Efficiency

Digitalize and automate the client onboarding process to achieve greater operational efficiencies, reducing time to onboard and time to revenue.

2

Transform Client Experience

Enhance the experience for your clients through rapid onboarding with reduced outreach and fewer touchpoints.

3

Reduce Risk and Manage Compliance

Facilitate compliance management and reduce the risk of reputational damage and exposure to regulatory penalties by embedding your policies and controls throughout the onboarding journey.

4

Unlock Revenue Potential

Achieve quicker time to revenue and a reduction in client abandonment while focusing efforts on turning low value clients into high value clients and attracting new business with a greater competitive advantage.

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

Request a Demo

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

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.

Ready to get started?

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