Solution introduction

Digitally manage clients through every stage of the client lifecycle - from initial onboarding & Know Your Customer (KYC) to ongoing KYC reviews and client offboarding

Fenergo Client Lifecycle Management (CLM) enables financial institutions to transform the end-to-end client onboarding and lifecycle experience, future-proof regulatory compliance and enhance operational efficiency

Discover the Power of Fenergo Client Lifecycle Management
Fenergo CLM delivers tangible benefits and return on investment for financial services firms seeking to digitally transform their client management and compliance operations.

  • Faster Client Onboarding - Streamlined onboarding of low-to-medium risk clients, higher risk clients and accounts managed by exception.
  • Improved Operational Efficiencies - Advanced API integrations, fewer touchpoints and re-usability of client information.
  • Regulatory & Commercial Safety - Policy-driven accurate risk assessments aligned with in-scope AML, KYC and regulatory compliance regulations.
  • Reduced Total Cost of Ownership - Advanced API integrations connecting the end-to-end client journey.

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