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Client Lifecycle Management Solutions

Client Lifecycle Management Solutions

Fenergo’s suite of Client Lifecycle Management solutions enable banks to expedite compliance, enhance operational efficiencies, improve time to revenue and overall client experience

As the industry leading provider of Client Lifecycle Management solutions, Fenergo takes a unique approach regulatory onboarding and client data management.

Built upon four core product pillars (Enterprise AML/KYC Compliance Management, Client & Counterparty Data Management, Client Onboarding & Lifecycle Management and Digital Transformation & Automation), Fenergo’s rules-driven enterprise platform is designed to help financial institutions to:Client Onboarding Solution

  • Onboard clients quickly and efficiently, improving time to revenue for the bank;
  • Comply with a broad range of global and local regulations, spanning AML/KYC, tax (FATCA, CRS, 871M), OTC Derivatives (Dodd-Frank, EMIR, Margin Requirements, Canadian & APAC regulations) and Market Reform rules (MiFID II);
  • Centralize and manage all client and counterparty data and documentation to evidence compliance regulations (including integration with market data providers);
  • Ensure compliance throughout all lifecycle events (including new product onboarding, regular KYC reviews and event-triggered reviews);
  • Deliver a superior client service through advanced digitalization technology offering convenience and flexibility to clients.

Fenergo has built a close community around its client base through various client engagement programs (such as its Client Advisory Board, Regulatory Forums and User Groups) to ensure a constant industry dialogue is maintained and to ensure alignment between our solutions and our clients’ greatest regulatory, operational and digitalization needs.



Useful resources

Client Lifecycle Management Brochure

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

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Client On-boarding: A Best Practice Guide



Customer Due Diligence / Know Your Customer