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Business introduction

Client lifecycle management technology

Developed in collaboration with global banks

Fenergo is a leading provider of client lifecycle management, AML/KYC compliance and client data management solutions for investment, corporate, commercial and private banks.

Every financial institution in the world is facing what we call a “perfect storm” i.e. spiralling levels of regulation which is putting additional pressure on banks to collect more data and documentation from clients, increasing the cost of compliance and seriously impacting operational efficiencies and client experience. 

Fenergo’s software solutions enable financial institutions to solve the challenges of the “perfect storm” by streamlining the end-to-end client lifecycle management processes (from regulatory onboarding, data integration, client and counterparty data management, client lifecycle reviews and remediation all the way to client offboarding etc.).

Our solutions are proven to improve compliance, operational efficiencies, time to revenue and client experience.

Some of our clients include HSBC, BBVA, BNY Mellon, Westpac, Scotiabank and RBC Wealth … to name but a few.

Fenergo is fast becoming the industry standard for client lifecycle management solutions. In 2015, Fenergo secured US$85 million in funding from Insight Venture Partners and Aquiline Capital Partners to accelerate its global footprint to help financial institutions in every corner of the world to address the regulatory, entity data and onboarding challenges.

Headquartered in Dublin, Ireland, Fenergo has offices in North America (Boston and New York), UK (London), Asia Pacific (Sydney, Singapore and Tokyo) and UAE (Abu Dhabi).

Fenergo Solutions

Client & Counterparty Data Management

To onboard a new client, it is estimated that between 5 and 100 documents must be collected to satisfy regulatory compliance requirements. However, without a centralized and automated data management and regulatory outreach approach, financial institutions must contact customers (often repeatedly) to submit data and documentation that may have previously......

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Client Onboarding & Lifecycle Management

Financial institutions are operating in a perfect storm of increasingly stringent global regulatory obligations, which are demanding the collection, processing and evidencing of more client and counterparty data than ever before. Not only does this place a huge strain on data management, regulatory and onboarding teams, it also lengthens the......

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Digital Client Journey

Digitalise your client lifecycle management process To capture market and mind share, financial institutions are under more pressure than ever before to ensure a superior onboarding and lifecycle management service experience to their clients. However, they are constrained from delivering on this promise mainly by internal challenges arising from disparate systems,......

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Fenergo for Wealth

Challenge Private banks and wealth managers work with complex clients with rapidly evolving needs. However, regulatory pressures, disjointed legacy and reference systems, hybrid disjointed processes and requests for more information from clients all create significant inefficiencies and negatively impact the client experience.  These firms are now more focused on delivering excellence in......

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Fenergo Regulatory Compliance Management

Solve all regulations on one platform Financial institutions are facing into a regulatory storm of epic proportions. The volume of new requirements, the challenge of managing regional variations and tight implementation timeframes, set against the backdrop of astronomical and reputation-damaging financial fines and penalties, is creating a pressure pot of regulatory......

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