Discover End-to-End Client Lifecycle Efficiency
Deliver a faster, frictionless and digital customer experience while achieving a single client view across channels, products, business lines and jurisdictions. Confidently navigate regulatory compliance throughout the client lifecycle with rules-driven compliance.
Our award-winning CLM suite digitally transforms how financial institutions manage clients, from initial onboarding to KYC/AML and regulatory compliance, data management and ongoing lifecycle KYC reviews and refreshes. Learn more about our dedicated solutions.
Digital Investor Lifecycle Management
Deliver a frictionless digital experience to your investors across the entire lifecycle, saving time and money while ensuring compliance.
Client Lifecycle Management
End-to-end client journey through every event in the client lifecycle.
Fenergo KYC & Onboarding for Salesforce
Streamline your commercial, business and retail banking customer journeys - from initial account opening to ongoing account maintenance
Financial Crime & Compliance
Fight financial crime and achieve compliance efficiently across 100+ jurisdictions with our intelligent future-proofed regulatory coverage
Onboarding & Origination
Provide a faster seamlessly connected end-to-end client onboarding journey from initial origination to account set-up.
Remote Account Opening
Fenergo’s Remote Account Opening solution is a pre-configured, digital-only service. It allows financial institutions to digitally onboard clients in compliance with regulatory guidance, leverage the latest digital technologies and continue to mitigate the risk of financial crime. This pre-configured digital service seamlessly integrates with your existing account opening process and reduces the time to onboard and rapidly processes new account requests remotely.
Intelligent Document Processing
Radically reduce manual costly processing with real-time document recognition, extraction and classification of relevant data from documentation
Client Data Master
Gain centralized client and counterparty data and expedite processes throughout the client lifecycle with an API-first approach to data and systems integration