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 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

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 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

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