Fenergo Client Lifecycle Management


Fenergo Client Lifecycle Management (CLM) enables financial institutions to transform the end-to-end client onboarding and lifecycle experience, future-proof regulatory compliance and enhance operational efficiency.

It digitally orchestrates client journeys through every point in the client lifecycle - from initial prospecting to account opening through maintenance and refresh, ongoing due diligence and client off-boarding. Fenergo CLM supports solutions for any client type, any product via a wide range of client journeys for all segments, channels and devices, offering clients a frictionless digital experience.

Request a demo today and see Fenergo Client Lifecycle Management in action.

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Fenergo Client Lifecycle Management


Fenergo Client Lifecycle Management (CLM) enables financial institutions to transform the end-to-end client onboarding and lifecycle experience, future-proof regulatory compliance and enhance operational efficiency.


Request a demo today and see Fenergo Client Lifecycle Management in action.

Request a Demo

with an Expert

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Fenergo Awarded for AI-Driven Customer Onboarding in Chartis RiskTech AI 50

Fenergo has received an award for AI-Enabled Customer Onboarding by Chartis Research in its inaugural RiskTech AI 50 report. The award, recognizing Fenergo’s AI-powered CLM, follows a detailed analysis by Chartis of risk technology vendors to assess capabilities and uses of AI.  

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Discover the Power of Fenergo Client Lifecycle Management

Fenergo CLM delivers tangible benefits and return on investment for financial services firms seeking to digitally transform their client management and compliance operations.

  • 1

    Faster Client Onboarding

    Streamlined onboarding of low-to-medium risk clients, higher risk clients and accounts managed by exception.
  • 2

    Improved Operational Efficiencies

    Advanced API integrations, fewer touchpoints and re-usability of client information.
  • 3

    Regulatory & Commercial Safety

    Policy-driven accurate risk assessments aligned with in-scope AML, KYC and regulatory compliance regulations.