Our Solution

Fenergo Client Lifecycle Management empowers financial institutions to deliver a fully digital, best-in-class customer experience.

Digital Client Lifecycle Management

Digitalize Client Lifecycle Management & Transform Your Client Experience​

Fenergo Client Lifecycle Management delivers a fully digital end-to-end client journey from initial onboarding to ongoing lifecycle events, that is fast, efficient and compliant. Our main goal is to enable financial institutions to deliver a seamless, digital experience for their customers, all while keeping them protected from regulatory change. See our CLM solutions page. 

Fast, Efficient & Compliant Client Journeys

Remote Account Opening

Pre-configured solutions seamlessly integrate with your existing account opening process. Deliver front to back KYC, AML and CFT rules automation and screening to transform compliance.

Onboarding & Origination

Deliver fast, frictionless and compliant digital account opening and onboarding processes for your customers. Multi-channel by design and powered by API integrations, Fenergo creates a smooth orchestration process for all customer data and documentation, minimizing time to revenue.

Financial Crime & Compliance

Fuse the latest technologies and enable your firm to comply with a wide range of local and global regulations. Fight domestic and cross-border financial crime with Digital AML / KYC and our advanced Regulatory Rules Engine.

Client Data Master

Our centralized data system seamlessly integrates with leading data and screening providers as well as KYC utilities around the world. We automate customer data collection and remediation, saving you time and energy during client outreach.

Digital Client Self-Service Channels

Let customers engage with you when, where and how they want to. Fenergo delivers an advanced, client-facing portal, letting your clients interact in a digital, secure and convenient way, reducing the time, cost and effort involved in data and documentation collection.

1127251935

Experts in Client Experience

Fenergo is motivated by one thing – making the client experience in financial services  as seamless and efficient as possible. Our technology is driven by 3 key pillars: digital efficiency, frictionless compliance, and most importantly, exceptional client journeys. Fenergo dynamically manages any client type, any product type and any customer journey, through all segments, channels and devices to deliver the coveted frictionless experience for financial institutions and their customers. 

Find out more about our benefits below.

Global Reach

Headquartered in Dublin, Ireland, Fenergo has offices in North America (Boston, New York and Toronto), UK  (London), Poland (Wroclaw), Spain (Madrid), South Africa (Cape Town), Asia Pacific (Sydney, Melbourne, Singapore,  Hong Kong and Tokyo) and UAE (Dubai). Contact us here.

shutterstock_1028183860

Why choose Fenergo

0

Of the top 50 banks in the world using the Fenergo platform.

0 %

Reduction
in onboarding times.

0 %

Saving in audit cost with
out of the box functionality.

0 %

ROI in 4 years
or less.

The Benefits

Boost Operational Efficiency

With 100% focus on financial services,
Fenergo delivers technologies that can
transform how financial institutions across the full spectrum of financial services can manage and serve their customers throughout the customer lifecycle.

  • Out-of-the-box integrations
  • Automated data & document capture
  • eSignature capability

Solve Regulatory Compliance

Fenergo has more CLM/KYC experts than any other vendor company. We are made up of 850+ technology and regulatory experts whose sole focus is to deliver streamlined efficiencies, reduced costs and great customer journeys throughout the client lifecycle. Our dedicated team of Regulatory Analysts translate regulatory change into software solutions that keep our clients ahead of the regulatory curve.

  • Global regulatory rules engine covering 100+ jurisdictions
  • 360-degree client view
  • Regulatory forums and input into our roadmap

Streamlined Digital Client Onboarding

Fenergo enables financial institutions to provide a quick and efficient onboarding process for new and existing clients. We manage all sub-processes and workflows that bring the client from initial account opening through every stage of the lifecycle.

  • Seamless CRM integration
  • Digital self-service client channels
  • Straight through processing

Improved Client Experience

We help financial institutions deliver a first-class, low-touch, high-tech client experience. Clients can interact through any channel, on any device, creating the perfect blend of technology and human interaction, delivering 30% efficiency gains through reduced manual processes.

  • Omni-channel onboarding
  • Reduced client outreach
  • Paperless account opening

Integrations

Seamless client journeys, powered by extensive API-integrations

Client Lifecycle Management does not happen in a vacuum. It involves close partnerships across a number of different organizations, systems and consultancy houses to meet the intricate needs of clients and ensure successful delivery of products and services to financial institutions all over the world.

At Fenergo, we have invested in and built a strong and trusted network of partners in each region across the globe. All our partners undergo rigorous training and certification in Fenergo University to optimize their expertise in using and deploying Fenergo Client Lifecycle Management solutions.

Leading the Market in Digital Customer Experiences for Financial Services

Fenergo is the industry standard for Client Lifecycle Management solutions, garnering significant market recognition for its sophisticated technology platform. We have a history of commitment to excellence for our clients.

Fenergo’s award winning platform has been recognized for its excellence by a variety of independent media and analyst sources including Chartis Research, Aite, Celent, A-Team Insight, Regulation Asia, Asian Private Banker, Deloitte and more. Here’s a snapshot of our recent award wins:

Awards

01.Asian-Private-Banker-Award-300x300
02.Business-Finance-Top-100-Companies-2020-Award-300x300
03.Technology-Ireland-2020-Award-300x300
04.RegAsia-Best-CLM-2020-Award-300x300
05.DMI-Best-KYC-Clt-Onboarding-2020-Award-300x300
06.RiskTech-100-CLM-2021-Award-300x300
07.WealthBriefing-MENA-2020-Award-300x300
08.Aite-Best-In-Class-Award-300x300
09.Chartis-KYC-Quadrant-Award
10.RegTech-KYC-Onboarding-Award-300x300
Previous
Next

Featured Analyst Reports

Reports

Chartis RiskTech100® 2021

Read More
Reports

Aite Report ranks Fenergo Best-in-Class for Client Lifecycle Management Solution

Read More
Reports

Chartis RiskTech100® 2020

Read More
Reports

Fenergo Ranks Category Leader for KYC Software 2020 by Chartis Research

Read More
Reports

Ovum On the Radar - An independent report by Ovum about Fenergo

Read More
Reports

Study by Chartis Research Demonstrates up to 704% ROI with Fenergo’s CLM Solution

Read More
See all Resources