Meet Fenergo at the 2024 Investment Management Conference!

JW Mariott Desert Springs
Palm Desert, CA
Mar 17-20th, 2024


The ICI Conference is just around the corner, and our team looks forward to seeing you at this year's event.


Schedule a Meeting

Sign up for a Demo

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Demos Available

We will be demonstrating our suite of solutions that enable financial institutions to achieve greater operational efficiencies, reduce risk & manage compliance, transform client experiences, and unlock revenue potential.

The Fenergo team will run Demo Jams at 11am and 3pm.

You can view more details on features for each demo below!

Elevate your client experience, achieve operational efficiency, and ensure proven compliance.

With Fenergo CLM, you can:

  • Get a holistic client view facilitated by the Fenergo client centric approach to CLM
  • Employ end-to-end cross organizational client management delivered via dynamic client journeys
  • Integrate omni-channel orchestration capabilities facilitating streamlined processing and improved client experience
  • Automate leveraging of external data and screening providers
  • Operate a dynamic rules engine to ensure KYC /AML and regulatory compliance

Closing the loop on financial crime with KYC.

With Fenergo KYC, you can:

  • Centralize data management across jurisdictions and business segments
  • Dynamically manage and apply business rules based on the multitude of combinations of client type, business organization and product driven regulatory requirements
  • Manage counterparty ESG assessment
  • Manage data protection requirements across jurisdictions
  • Deliver advanced reporting, leveraging an integrated AI assistant
Visit our stand to see demos of the below solutions!
  • Centralised Client Lifecycle Management
  • Managing the Global Complexity of KYC

Request a meeting

Meet the Team

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Terry Flynn

Managing Director
Fenergo


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Gregory Fleming

Director
Fenergo



Rick Fraelick

Director
Fenergo



Discover More About Fenergo

BROCHURE
Know Your Customer

An API-first, SaaS solution that enables financial institutions to efficiently manage local and global KYC due diligence requirements throughout the entire client lifecycle.

READ IT NOW >

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BROCHURE
CLM for Asset Management

Digitally transform the client onboarding experience by streamlining and automating manual processes, future-proofing for evolving regulations and creating greater transparency for all stakeholders.

READ IT NOW >

KYC.jpg
WHITEPAPER
Upgrading Technology for Investor Onboarding

This report explores the challenges Asset Managers face with onboarding while highlighting industry best practice and the benefits of digitalization.

READ IT NOW >


Fenergo Logo
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Fenergo is a market leading provider of digital transformation, regulatory compliance and client lifecycle management (CLM) software solutions for financial institutions. Find out more about how we help some of the top financial institutions in the world achieve breakthrough business results.

LEARN MORE

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