Fenergo is delighted to partner with InvestOps USA 2026 in Orlando, joining industry leaders to explore how investment operations can evolve from execution-focused to value-driven.
As the market leader in Client Lifecycle Management (CLM), Fenergo helps investment managers, asset managers, and financial institutions simplify complexity across the full client lifecycle from onboarding and due diligence to ongoing lifecycle management.
Visit us at Booth 19 to discover how Fenergo helps firms:
- Accelerate client onboarding without compromising due diligence
- Eliminate manual handoffs through connected data and automation
- Gain greater visibility and control across the end-to-end client lifecycle
- Deliver a more consistent, compliant, and client-centric experience
Powered by automation, AI, and configurable workflows, Fenergo enables firms to achieve measurable operational efficiencies while supporting growth and regulatory confidence even in the most complex environments.
Let’s connect in Orlando. Visit us at Booth 19 or schedule a meeting in advance.
Not got your ticket yet? Take advantage of our
10% sponsor discount code when you book.
We'll be running demo jam sessions
during the networking breaks each day, join us to see our solution in action. We will be demonstrating our suite of solutions that enable organizations to achieve greater operational efficiencies, transform client experiences, reduce risk & manage compliance, and unlock revenue potential.
With Fenergo CLM, you can:
- Gain a single, holistic client view through a client-centric CLM and KYC approach, unifying all client and related-party data across the lifecycle
- Orchestrate end-to-end client journeys from onboarding to offboarding using dynamic workflows with seamless handoffs across teams
- Unlock the power of Agentic AI with Fenergo’s production-ready AI agents that autonomously handle tasks such as data reconciliation, document processing, screening, and change significance while maintaining full governance, explainability, and human oversight through the Fenergo Command Centre
- Engage clients seamlessly via omni-channel outreach capabilities for a frictionless digital client experience
- Enforce dynamic KYC and AML rules to ensure ongoing regulatory compliance across jurisdictions
- Execute financial crime checks at scale through integrated screening providers, eliminating swivel-chair activities and manual rework
- Generate actionable insights and MI effortlessly using AI powered advanced reporting
An extension to CLM that allows you to manage your financial crime risk obligations efficiently and effectively.
With Fenergo Transaction Monitoring & Continuous Monitoring, you can:
- Continuously monitor client transactional behaviour alongside changes to KYC and client data for a complete, contextual risk view
- Reduce false positives and manual effort by combining transaction insights with rich client lifecycle and risk data
- Configure bespoke detection scenarios using an intuitive, rules-based UI tailored to your institution’s risk appetite
- Detect, investigate, and report suspicious activity through configurable, end-to-end investigation journeys
- Dynamically trigger CLM and KYC journeys when suspicious activity or material data changes are identified
- Maintain accurate, up-to-date risk profiles by continuously reassessing client risk based on behaviour and lifecycle events
- Apply a truly risk-based approach to financial crime compliance across onboarding, reviews, and ongoing monitoring
- Enhance TM with Agentic AI by leveraging Fenergo’s AI agents to automate supporting tasks such as data reconciliation, document processing, screening, and change significance, reducing investigator workload while maintaining full governance, explainability, and human oversight via the Fenergo Command Centre
Automate and standardise investor subscription workflows with a single digital journey
- Accelerate time-to-invest by eliminating manual data entry, rekeying, and paper-based subscription processes
- Reduce operational friction with end-to-end automated workflows and reusable investor data
- Improve investor experience through a single branded portal with guided steps and real-time status tracking
- Stay audit-ready with structured data capture, embedded AML/KYC controls, and automated evidence trails
Join Our Sessions at InvestOps USA 2026
At InvestOps USA, join Fenergo in three sessions designed for operations leaders under pressure to scale smarter. From managing the complexities of Active ETFs, to transforming end-to-end client lifecycle performance, to redefining client-centric operating models, we’ll share practical strategies and real-world insights to help firms increase efficiency, reduce risk, and make client servicing a competitive differentiator.
| Date |
Time |
Place |
Details |
| Mar 10 |
12.00pm – 12.25pm |
Mediterranean 6&7 |
Join Tracy Moore as she moderates Supporting New Products and Client Type
Panel: Managing the Complexities of Active ETFs: How can you scale your capabilities and teams to service Active ETF investment strategies? |
| Mar 10 |
2.15pm – 3pm |
Cordova 6 |
Innovation Workshop: From Process to Performance: Optimizing the End-to-End Client Lifecycle |
| Mar 11 |
2pm – 3pm |
Porte-Cochere |
Working Group (F) | Client-Centric Ops Models:
What operational changes are needed to transform client servicing into a strategic differentiator — from onboarding to reporting — while balancing scale with personalization? |
We’ll be running live demo jams during every break — drop in to see how Fenergo streamlines onboarding, reduces operational risk, and helps investment firms scale without adding complexity. Prefer a deeper dive? Book a 1:1 using the form and we’ll tailor it to your specific challenges.
