Name: Fenergo CLM
Author: Fenergo

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Virtual Reality

Development

Learning Management

Education

Business Intelligence (BI)

Case Management

Collaboration

Document Generation

File Sharing

Supply Chain Management

Workspace Planning

Enterprise

Accounting

CTRM

Digital Banking

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Business Internet Service Providers (ISPs)

Cloud Storage

Enterprise Printing

Fraud Detection

High Availability Cluster

Incident Response

Integration Platform as a Service (iPaaS)

Internet Security

IoT Security

Log Management

Message Oriented Middleware

Network Performance Monitoring

SOA Application Gateways

Sensitive Data Discovery

Unified Communications Monitoring

Vendor Risk Management

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Journey Mapping

Demand Generation

Domain Registration Services

Email Marketing

Market Research

Marketing Automation

Mobile Marketing

Social Media Management

Survey & Forms Building

Technology Review

Video

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Sales Content Management

Sales Performance Management

Sales

Cloud Security Posture Management

Secure Access Service Edge (SASE)

Security

Construction Management

Direct Secure Messaging

Membership Management

Online Voting

Real Estate

Text Analysis

Vertical-Specific

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Fenergo Client Lifecycle Management (CLM) is a solution designed to digitally manage clients throughout the client lifecycle. From onboarding and Know Your Customer (KYC) processes to ongoing KYC reviews and client offboarding, Fenergo CLM aims to streamline the client management process for financial institutions of all sizes. According to the vendor, this tool is utilized by various professionals and industries, including banks, asset management firms, wealth management companies, commercial and business banks, as well as corporate and institutional banking institutions.

## Key Features

**Faster Client Onboarding**: According to the vendor, Fenergo CLM aims to streamline the onboarding process for low-to-medium risk clients, higher risk clients, and accounts managed by exception. The vendor claims that this solution can help financial institutions onboard clients more efficiently, potentially reducing time to revenue and providing a digital experience for clients.

**Improved Operational Efficiencies**: Fenergo CLM offers advanced API integrations that aim to seamlessly integrate with other systems and data providers. The vendor suggests that this integration can potentially reduce touchpoints and manual processes, leading to improved operational efficiency. Additionally, the vendor claims that client information can be captured and stored in a central repository for reusability across the enterprise.

**Regulatory & Commercial Safety**: According to the vendor, Fenergo CLM aims to ensure accurate risk assessments aligned with AML, KYC, and other regulatory compliance regulations through policy-driven risk assessments. The vendor states that this solution supports compliance with regulatory frameworks such as ESG and helps financial institutions maintain regulatory assurance throughout the client journey.

**Reduced Total Cost of Ownership**: Fenergo CLM's advanced API integrations aim to connect the end-to-end client journey, potentially reducing the need for multiple systems and manual processes. The vendor suggests that automation and digitization of processes can contribute to cost savings. Additionally, the vendor claims that the solution provides a modular and scalable approach, allowing financial institutions to add or remove functionalities as needed.

Fenergo offers client and regulatory technology for financial services, providing Client Lifecycle Management (CLM) software solutions for Financial Institutions including; Corporate & Institutional Banking, Commercial & Retail Banking, Asset Management, Private Banking & Wealth Management. Its CLM suite digitally transforms how Financial Institutions manage clients from onboarding to KYC/AML and regulatory compliance, to data management and ongoing lifecycle KYC reviews and refreshes. Fenergo CLM helps financial institutions to deliver a faster, compliant and digital customer experience while achieving a single client view across channels, products, business lines and jurisdictions.

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What is Fenergo CLM?