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Castleforbes House, Mayor Street, Dublin 1, Ireland

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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: An introduction to the business and solution offering

Business Process Management & Outsourcing, Client Onboarding & Identity Verification


Welcome to the first part of our video interview with Dublin, Ireland-based, client lifecycle management technology firm, Fenergo. In this first video, Global Divisional Head - Private Banking & Wealth......

Fenergo: Digitalizing the high net worth client onboarding experience

Business Process Management & Outsourcing, Client Onboarding & Identity Verification


Fenergo: Transforming client lifecycle management for private banks and wealth managers

Business Process Management & Outsourcing, Client Onboarding & Identity Verification


Business Overview

Fenergo Client Lifecycle Management (CLM) is an end-to-end platform that transforms how sell-side banks and buy-side firms manage clients – from initial onboarding to KYC/AML compliance, to client data management and ongoing lifecycle KYC reviews and refreshes. We have been solving client onboarding, data and operational management challenges for some of the world's largest financial institutions since 2009. 

100% focus on financial services
With 100% focus on financial services, Fenergo’s Regulatory Analysts and R&D teams are solely committed to solving and addressing the challenges faced by institutional banks.

Our community-based approach
Fenergo works closely with our clients to ensure that all of their regulatory compliance and entity data management requirements are met fully and satisfy regulatory scrutiny. Fenergo runs a number of client engagement forums such as Client Advisory Boards and Regulatory Forums, which provide our clients with a direct impact on the Fenergo solution suite and ensure that our solutions are closely aligned to solve the challenges our clients are facing.

Solutions at the heart of the financial services ecosystem 
Client lifecycle management doesn’t happen in a vacuum. Instead it involves data take-on from a number of industry data providers (AML, industry, entity data providers and KYC utilities) and internal bank systems. Fenergo lies at the heart of the client lifecycle management ecosystem, connecting seamlessly with all the major data providers to consume this data and enrich, process and route it to the right internal systems, ensuring a single client view is available throughout the institution.

Breadth and depth of our solutions
Fenergo’s content-rich solutions are created in line with our Client Advisory Board to address the key challenges facing financial institutions in the areas of regulatory compliance, legal entity data management, client onboarding and client lifecycle management. Fenergo has a unique breadth of global regulatory coverage (from global and local anti-money laundering, know your customer regulations to tax compliance obligations like FATCA, Common Reporting Standards, to global OTC derivative reforms like Dodd-Frank (US), MiFID II, EMIR (EU) and Canadian and APAC derivative rules). Our focus is to ensure that our clients are future-proofed against regulatory change.

Our people
Fenergo hires and cultivates financial technology specialists with global experience from the worlds of regulation and banking to develop and deliver best-in-class client lifecycle management and regulatory onboarding solutions for our clients. Our dedicated team of Regulatory Analysts keep a constant eye on the ever-changing regulatory environment, translating these changes into software solutions that keep our clients ahead of the regulatory curve.


Fenergo is dedicated to helping the world's leading financial organizations simplify and solve global regulatory and digital transformation challenges. Its rules-driven solution ensures compliance with multiple regulatory frameworks and supports the collection, centralization and sharing of client and counterparty data and documentation across the institution. By expediting compliance and improving operational efficiencies, Fenergo’s CLM solutions can help financial institutions to onboard clients faster (by up to 82%) and deliver a radically richer and better client experience.


Fenergo integrates and connects with leading organizations within the financial services client lifecycle management ecosystem to develop and deliver best-in-class solutions for our banking clients globally.

Key Data

Year founded
wealth management employees
Office Regional Presence
Type of Clients
  • Bank & trust
  • Global Private Bank
  • Local Private Bank
  • Regional Private Bank
  • Retail bank wealth manager
  • Universal bank wealth manager
  • View Others View Less
Client Regional Presence

Fenergo Solutions

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......

business needs
Client type
client geography presence
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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......

business needs
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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......

business needs
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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,......

business needs
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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......

business needs
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