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Private Banking & Wealth Management

CLM for Private Banking & Wealth Management

Enabling private banks and wealth managers to digitalize complex onboarding processes, increase operational efficiency and deliver a streamlined client experience across the client lifecycle.

  • Faster onboarding of complex clients
  • Optimized and digitalized client experiences
  • Regulatory compliance for complex requirements
  • Digital data acquisition and management

Discover the Power of Fenergo Clm

For Private Banks and Wealth Management Firms


Optimized & Digitalized Client Experience

Up to 80% of existing client data can be re-used for new account requests and regulatory obligations, minimizing the need to perform client outreach. Clients can easily self-serve with existing client portals or Fenergo Client Portal, enabling one-time and convenient collection of information.


Regulatory Compliance for Complex Requirements

Fenergo CLM delivers regulatory assurance across financial crime, tax and other compliance obligations. In collaboration with our 80+ financial services clients, Fenergo regulatory experts continuously monitor the regulatory landscape, future-proofing against new and evolving regulations.


Faster Time to Revenue With Increased Operational Efficiencies

Frees up relationship managers and other employees from performing administrative tasks to focus on providing higher value personalized interactions with customers (e.g. cross-sell and upsell products and services).


Reduced Total Cost of Ownership

Fenergo SaaS reduces the costs of managing and maintaining the  CLM  technology infrastructure and cost to change budget, reducing application, support and configuration (no-code config) costs.

Fenergo Intro Video

Spend More Time With Clients, Not on Client Processes

Fenergo Client Lifecycle Management (CLM) is a no-code SaaS solution, which enables Private Banks and Wealth Managers to create a digital and operationally efficient client onboarding process, whilst empowering teams to optimize client relationships and provide a personalized client experience.

This solution enables your organization to minimize operational overhead and remain in compliance with the ever-changing regulatory landscape.

Fenergo Clm Offers

Efficient, Omni-Channel Onboarding

Fenergo’s CLM SaaS solution streamlines the client onboarding, ongoing maintenance and periodic review processes across multiple channels within your operational ecosystem, connecting relationship managers, middle and back-office users throughout each client journey.

Fenergo CLM empowers your users to streamline the execution of operational and compliance processes directly from their channel of operation, providing real-time visibility of the client application through every stage of the client lifecycle to every stakeholder.

Digital Data Capture & Managament

Exceed your clients’ digital expectations by delivering frictionless client outreach through integration with internal and/or Fenergo client portals, providing secure data and document exchange, e-signature, and integrated biometric ID&V capabilities via our industry leading partners.

Integrated, Single Client View

API-first, Fenergo CLM seamlessly integrates to existing technology ecosystems to provide a single, consolidated view of your clients, from front to back office. Existing client data and documentation can be reused to facilitate expedited reviews and relationship extensions, thereby, maximizing positive client experience, whilst minimizing operational burdens.

Efficient, Omni-Channel Onboarding

Fenergo CLM for Private Banks & Wealth Managers delivers regulatory compliance across a number of different regulatory frameworks, spanning 120+ jurisdictions.

  • It determines the HNW client’s regulatory journey through the onboarding process and beyond, ensuring compliance with all in-scope regulatory obligations.
  • It delivers a consistent regulatory-driven workflow, reducing manual effort and ensuring lifecycle compliance.
  • It allows private banks and wealth managers to capture, visualize and analyze complex ownership and UBO structures in an intuitive and user-friendly manner. The solution visually maps out these relationships and defines the type of relationship between entities.
  • It reduces operational risk by incorporating an automated regulatory review process based off the calculated risk score attributed to the client.

More SaaS Solutions

Check Out Fenergo’s Suite of SaaS Solutions

Know Your Customer (KYC)

ESG Compliance

Client Onboarding

Transaction Monitoring

Find Out More

Contact us to learn more about how Fenergo CLM transforms how private banks and wealth management firms onboard and manage clients.

Bank ABC - Fenergo Client

How Fenergo Helps Private Banks & Wealth Managers

Digital Experience

Provide a digital experience for your clients allowing them to submit applications, open accounts and self-serve for their required data and documentation.  

Streamlined Onboarding

Optimize client journeys with automation to ensure a smooth and seamless onboarding experience that builds trust with clients.  

Continuous Risk Monitoring

Automated monitoring of your clients KYC profiles to ensure they are kept up-to-date in real time to reduce risk and ensure compliance.  

Explore Fenergo's Solutions

Know Your Customer / Business

Digitalize the end to end KYC/B process for clients and merchants throughout the entire lifecycle. Simplify and automate due diligence with pre-packaged KYC/B rules and workflows, ensuring effective due diligence and regulatory compliance.

Learn more

Client / Merchant Onboarding

A single, integrated onboarding solution to connect stakeholders and provide a single merchant view. Streamline and automate end-to-end onboarding journeys, including KYC/B and risk, digital outreach, risk assessment and PEP and sanctions screening.

Learn more

Transaction Monitoring

Detect suspicious activity in real-time, trigger alerts, investigate results and report financial crime to authorities. Transform transaction monitoring effectiveness, reduce false positives and manage risk exposure to combat Money Laundering and Terrorist Financing.

Learn more

CLM for Salesforce

Provide Relationship Managers with real-time visibility over the end-to-end onboarding process directly from Salesforce, leveraging automatic updates & streamlined outreach, eliminating the reliance on ineffective email updates and duplicate requests for information.

Learn more

Advisory, Data & Product Partners

Fenergo partners with a host of market-leading advisory, implementation, data and product partners to create an end-to-end ecosystem of services and solutions for our clients.

Learn more

Request a Demo

Dramatically Improve Operational Efficiencies
Manage Financial Crime & Regulatory Compliance
Transform the Onboarding & Lifecycle Experience
Unlock Revenue Potential Throughout the Client Lifecycle
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