Fenergo

Fenergo is the digital enabler of client and regulatory technology for financial services. It provides Client Lifecycle Management (CLM) software solutions for Financial Institutions including; Corporate & Institutional Banking, Commercial & Retail Banking, Asset Management, Private Banking & Wealth Management. Counting 70 global Financial Institutions as clients, its award-winning CLM suite digitally transforms how Financial Institutions manage clients; from initial onboarding to KYC/AML and regulatory compliance, to data management and ongoing lifecycle KYC reviews and refreshes. Fenergo CLM empowers financial institutions to deliver a faster, compliant and digital customer experience while achieving a single client view across channels, products, business lines and jurisdictions.

Case Studies

Showing 18 Fenergo Customer Success Stories

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Enabling Multi-Jurisdiction Growth with Improved Data Quality

Bank ABC’s innovative digital corporate onboarding rollout

Bank ABC logo

BNP Paribas - Customer Case Study

BNP Paribas logo

Enterprise Financial Services Firm - Customer Case Study

How a Global Asset Management firm keeps up with onboarding demands of new, complex regulatory jurisdictions through digital transformation

Global Energy & Commodities Firm - Customer Case Study

How by choosing Fenergo’s agile SaaS Platform, this global asset wealth management firm removed legacy dependencies and to drive efficiencies

How a global investment firm managing over $30 billion in assets transformed counterparty onboarding and KYC processes

Large Capital Market Institution - Customer Case Study

Internal KYC Shared Services Utility for Better Customer Experience & Efficiencies

Fenergo Implementation at a Major US Financial Institution

Digitalizing HNW Client Onboarding for Private Banks

Automated KYC Reviews: 40% Operating Efficiency Gains for Investment Bank

Internal Global Compliance For Efficiency & Boosted Revenue Across Enterprise

Streamlined Onboarding for Regulatory Certainty & Optimized Customer Experiences

Maximizing Customer Relationships with Front-to-Back Office Transformation

Mizuho - Customer Case Study

Mizuho Americas logo

SVB turned to Fenergo to reimagine the end-to-end client journey and develop a new solution for client onboarding

Silicon Valley Bank logo

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