Corporate & Institutional Banking
Fenergo Client Lifecycle Management enables C&IB banks to transform the end-to-end client onboarding and lifecycle experience, future-proof regulatory compliance and enhance operational efficiency.
- Onboarding & maintenance for complex legal structures
- Streamlined onboarding of low-to-medium risk clients
- Fast compliance with evolving regulatory requirements
How Fenergo Helps Corporate & Institutional Banks
Reduce Risk & Manage Compliance
Fast onboarding of complex clients
Transform Client Experience
Explore Fenergo's Solutions
Client Lifecycle Management
Digitally manage clients through every stage of the client lifecycle - from initial onboarding & Know Your Customer (KYC) to ongoing KYC reviews and client offboarding.
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Know Your Customer
Digitalize the end to end know your customer process for clients and counterparties throughout the entire client lifecycle. Simplify and automate due diligence with pre-packaged KYC rules and workflows, ensuring effective customer due diligence and regulatory compliance.
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Client Onboarding
A single, integrated client onboarding solution to connect stakeholders and provide a single client view. Streamline and automate end-to-end onboarding journeys, including KYC and risk, digital client outreach, client risk assessment and PEP and sanctions screening.
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Regulatory Compliance
Simplify compliance with global regulations including ESG, Tax, Investor Protection and more. Accelerate client and counterparty classifications through pre-packaged regulatory classification frameworks and tooling, as well as automated risk and suitability assessments.
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CLM for Salesforce
Provide Relationship Managers with real-time visibility over the end-to-end onboarding process directly from Salesforce, leveraging automatic updates & streamlined outreach, eliminating the reliance on ineffective email updates and duplicate requests for information.
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Advisory, Data & Product Partners
Fenergo partners with a host of market-leading advisory, implementation, data and product partners to create an end-to-end ecosystem of services and solutions for our clients.
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Our Clients Love What We Do
"We chose Fenergo for both their deep, out-of-the-box CLM functionality and their v8 technology that is a good fit with our own modernized technology landscape. I look forward to working with the Fenergo team and their wider client community to input into the continually evolving product".
Bernard Gavgani
Global Head of CIB IT and Operations within BNP Paribas
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"The rapid growth of Mizuho Americas prompted us to look ahead to a more scalable solution that can handle our expanding client data set and an increasingly demand regulatory environment across the many markets in which we operate."
Mizuho Americas
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…helps fulfil our objective and align banking with evolving client expectations and preferences.
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
Mr. Sael Al Waary,
Deputy Group Chief Executive Officer2,
Bank ABC
…helps fulfil our objective and align banking with evolving client expectations and preferences.
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
Mr. Sael Al Waary,
Deputy Group Chief Executive Officer2,
Bank ABC
…helps fulfil our objective and align banking with evolving client expectations and preferences.
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
Mr. Sael Al Waary,
Deputy Group Chief Executive Officer2,
Bank ABC
…helps fulfil our objective and align banking with evolving client expectations and preferences.
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
Mr. Sael Al Waary,
Deputy Group Chief Executive Officer2,
Bank ABC
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