Fenergo, the No. 1 provider of Client Onboarding & Regulatory Compliance solutions for asset management firms, transforms the client onboarding experience. Our world-class Client Lifecycle Management solution manages the end-to-end client journey through every client event from initial onboarding and regulatory compliance, to future product onboarding and ongoing and event-driven reviews.
Fenergo CLM delivers the following benefits:
|Improved Commercial Capability||
|Enhanced Client Experience||
|Greater Operational Efficiencies||
Digitalizing And Optimizing The Client Onboarding Experience
Asset Management Brochure
Download the Fenergo Client Onboarding & Regulatory Compliance brochure to learn how Fenergo can work for your Financial Institution.Download Brochure
Fenergo Announces Asset Management Expansion
Fenergo has announced its expansion into the asset management sector, to build on the successful brand established in the Corporate & Institutional Banking markets.Read More
Fenergo CLM SoftwareSolution Delivers:
of existing client data can be re-used
reduced IT overhead
single global client view
improvement in client outreach efficiencies with Client Connect
Fenergo CLM for Asset Management
Client Lifecycle Management, A Practical Demo of the Industry’s Leading Solution & Services
Watch the webinar where we provide a practical demonstration of Fenergo client lifecycle management solution and discuss best practices.Watch the Demo
Solving the 4 Key Challenges Facing Asset Managers
The asset management community has gone through substantial changes over the last number of years. There are four key challenges that currently face all asset management firms across each region.Read More
"We will be deploying the same innovative methodologies to the Asset Management sector that we have used in creating the global onboarding standard for the sell-side.
A significant part of that approach is our collaboration with our client community through our established set of Regulatory and Technology Forums"
Marc Murphy, CEO, Fenergo
In The News
Fenergo Ranks as Highest Dedicated CLM Vendor
Fenergo and Delta Capita Partner to Bring CLM Services
CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS
We chose Fenergo for both their deep, out-of-the-box CLM functionality and their v8 technology that is a good fit with our own modernized technology landscape. I look forward to working with the Fenergo team and their wider client community to input into the continually evolving product and regulatory roadmaps
Bernard Gavgani Global Head of CIB IT and Operations BNP Paribas
Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe
Emma Rey Gállego Head of Customer Experience-Onboarding in CIB BBVA
We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.