What is Fenergo CLM?
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.