Fenergo is a leading provider of Client Lifecycle Management software solutions for investment, corporate and private banks.
Fenergo Client Lifecycle Management solves what we call the “perfect storm” facing financial institutions 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. This spans every client event from initial client onboarding to compliance with a range of regulations, data integration, client and counterparty data management, regulatory client outreach, client lifecycle reviews and remediation, all the way to client offboarding.
Fast becoming the industry standard for Client Lifecycle Management technology, Fenergo’s solutions are proven to improve compliance, operational efficiencies, time to revenue and client experience.
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).
Products and services
Built upon 4 core product pillars (AML/KYC Compliance Management, Client & Counterparty Data Management, Client Onboarding & Lifecycle Management and Digital Transformation & Automation), Fenergo’s rules-driven enterprise platform is designed to help financial institutions to:
- Onboard clients quickly and efficiently, improving time to revenue;
- Comply with a broad range of global and local regulations, spanning AML/KYC, global tax (FATCA, CRS, 871M), OTC Derivatives (Dodd-Frank, EMIR, Margin Requirements, Canadian & APAC regulations) and Market Reform rules (MiFID II);
- Collect, centralize and manage all client and counterparty data and documentation to evidence compliance regulations;
- Ensure compliance throughout all lifecycle events (including new product onboarding, regular KYC reviews and event-triggered reviews);
- Deliver a superior client service through advanced digitalization technology offering convenience and flexibility to clients.
By expediting compliance and improving operational efficiencies, Fenergo’s solutions can onboard clients faster, improve time to revenue and overall client experience.