Corporate and Institutional Banking

Fenergo's solution enables banks to adopt a lifecycle approach to managing clients, facilitating new data take-on, initial compliance, onboarding and regular & event-triggered compliance refreshes.

Corporate and Institutional Banks are caught between a rock and a hard place – between continuously changing regulation, the need to constantly collect, process and update client and counterparty data in the midst of a disparate data management internal landscape, all of which results in a lengthy, fragmented onboarding process. And now they are in a tech race to deliver an exceptional client experience.

Fenergo’s Client Lifecycle Management solutions provide a rules-driven, risk-based approach to onboarding clients and products efficiently and compliantly with a range of regulations spanning multiple jurisdictions, based on a clean data repository of all client and counterparty data.

Furthermore, the solution enables banks to adopt a lifecycle approach to managing clients, facilitating new data take-on, ad-hoc and event-triggered compliance refreshes and supporting up-sell and cross-sell opportunities.

Fenergo’s CLM softwaresolution delivers:


ROI on Technology with out-of-the-box integration


Reduction in onboarding times


savings in audit cost with out of the box functionality


re-use up to 75% of client data & documentation

Fenergo ranks the highest dedicated Client Lifecycle Management technology provider in the 2018 Chartis RiskTech100® study of the world’s major risk and compliance technology companies.

Transform the Customer Experience with Fenergo CLM Solution

  • Client Lifecycle Management Brochure

    Automates the end-to-end client lifecycle management process from compliance, data, onboarding and ongoing reviews.

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  • BNP Paribas selects Fenergo Client Lifecycle Management

    Fenergo’s CLM solution will support BNP Paribas’ global transformation project, delivering a single client view across all jurisdictions and entities.

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  • Client Lifecycle Management for Capital Markets

    Download the case study to find out how this Capital Markets client solved their regulatory, data and onboarding obligations on a single platform.

    Case Study


Client Lifecycle Management for Corporate & Institutional Banking

Corporate and institutional banks are faced with increasingly stringent global regulatory obligations, which demand the collection. Click the button below to download this brochure today.

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Transforming the Corporate & Institutional Client Onboarding Journey

In a recent webinar on Transforming the End-to-End Client Onboarding Journey for the Customer of Tomorrow, a team of Fenergo experts explored how corporate & institutional banks can digitally transform their onboarding process.

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