ID and Manage Upsell/Cross-Sell Ops

Fenergo is the No. 1 provider of Digital Client Lifecycle and regulatory compliance technologies in the world. Here’s what we’re famous for!


Fenergo Data & Documentation Solution is a sophisticated, rules-driven data interface solution that automates the consumption, processing and routing of client data from multiple sources, providers and systems.

Fenergo Data & Documentation Solution fuses together vendor-specific APIs (Application Program Interfaces) and file-based interfaces with intelligent rules logic and an advanced workflow solution to create a true end-to-end Client Lifecycle Management process.

With Fenergo Data & Docs solution, financial institutions can:

  • Source, cleanse, compare, route and audit data to create a single client view to achieve compliance, onboard clients efficiently and propagate this remediated client data to downstream trading systems;
  • Efficiently manage the interaction with data providers and services throughout the client lifecycle journey;
  • Enrich entity data and documentation to achieve a single client view (across all data sets including AML / KYC data, classification data, relationships, hierarchies and account set-up etc.);
  • Manage the end-to-end client lifecycle management events across new client/product onboarding (upsell, cross-sell opportunities), periodic client review and client maintenance processes, as well as client off-boarding;
  • Expedite the time it takes to complete various processes across the client lifecycle, getting the client trade-ready as quickly as possible, improving time to revenue.

Fenergo Data Integration Manager is available as a standalone solution or as part of the Fenergo Client Lifecycle Management solution.

Download ID and Manage Upsell/Cross-Sell Ops brochure

We chose Fenergo’s solutions because they will enable us to meet the increasing complex regulatory frameworks with an efficient and client-centric onboarding experience.

Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions.