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What is the Fenergo Platform

Fenergo’s advanced end-to-end Client Lifecycle Management suite of software solutions enables you to deliver business transformation, achieve and maintain regulatory compliance and impactful operational efficiencies, all the while delivering a superior customer experience to end-clients and investors.

The Fenergo platform is specifically architected for flexibility and portability. With flexible configuration, extensible modules and performance assurance, Fenergo delivers a rich platform with a rapid return on investment.

The Fenergo SaaS Platform​

A SaaS platform delivering secure, fast and flexible deployments. Fenergo’s advanced end-to-end suite of Client Lifecycle Management software solutions use cloud native services to satisfy business needs, delivering greater feature value for financial institutions, while providing scalability, resiliency, and observability.

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The Fenergo platform is a highly scalable, cloud-native platform which provides standalone features with full configuration and administration capabilities. It offers an authorized consumer the option to consume all features via APIs and utilizes flexible, scalable storage services with dedicated storage for each functional feature of the Fenergo platform.

No.1 Client Lifecycle Management Technologies​

Fenergo enables financial institutions to transform the end-to-end client lifecycle experience, future-proof regulatory compliance and enhance operational efficiencies that make for an improved client experience.

It digitally orchestrates client journeys through every stage of the client lifecycle from:

Initial Client Onboarding and Know Your Customer (KYC) to ongoing Transaction Monitoring , ongoing due diligence and perpetual KYC reviews to ensuring compliance with other regulatory frameworks such as ESG finally to Client Offboarding.

Fenergo dynamically manages any client type, any product type and every client journey for all segments, channels and devices, offering clients a frictionless digital experience. ‍

Onboarding and Operations Management​

Deliver fast, frictionless and compliant digital onboarding journeys for your clients.

‍Fenergo CLM digitally orchestrates client journeys through every point in the client lifecycle - from initial prospecting to digital account opening through maintenance and refresh, ongoing due diligence and client off-boarding. Multi-channel by design and powered by API integrations, Fenergo creates a smooth orchestration process for all client data and documentation, minimizing time to revenue.

Advanced Client & Related Party Data Management​

Digitally capture and re-use client information gaining a single client view.

‍Fenergo Client Lifecycle Management provides advanced API integrations to leading data providers to digitally acquire client and related party data, without inconveniencing clients.All client and party data and documentation is saved in a central repository, enabling it to be re-used across the enterprise for various purposes (regulatory, business etc.).Clients can also quickly add or update key information via a digital portal, which securely collects and processes new information.All information is saved, stored and used in accordance with local data privacy regulations.By providing a 360-degree client view, Fenergo CLM improves risk management processes and reduces silos.

Know Your Customer (KYC)​

Achieve regulatory assurance through every step of the client journey.

‍Fenergo CLM supports the Know Your Customer (KYC) process by offering a set of enterprise-wide standards and requirements for KYC across 120+ jurisdictions to ensure that the correct data and documentation is gathered and maintained during the client lifecycle.

Our best practice client journeys and rulesets delivers a risk-based approach to compliance during onboarding and supports:

  • the identification of beneficial owners
  • the unwrapping of complex hierarchies, and
  • recording of the nature and purpose of client relationships.

Digitalized Product Enablement Processes​

Automatically capture, track and maintain clients’ product lifecycles within a business arrangement. ‍ Fenergo’s Product Enablement domain provides a dynamic, automated solution that enables financial institutions to capture, clearly track and maintain a client's product lifecycle within a business arrangement. ‍ With enhanced analytic capabilities, Fenergo’s Product Enablement capability can drive:

  • Better decisioning by providing greater clarity about what their clients do within the client/FI relationship
  • Enhanced risk management and more accurate compliance and regulator reporting
  • Improved process management and increased data quality

Modular Additions for Fenergo CLM​

Add More Firepower to Fenergo CLM With These Add-on Modules

Regulatory Compliance​

AML. Tax. OTC Derivatives. ESG. Privacy. Investor Protection. ‍ Fenergo’s regulatory rules engine supports financial institutions with compliance obligations across 120+ jurisdictions spanning a wide range of regulations including:

  • Anti-Money Laundering/Counter-Terrorist Financing (AML/CTF)
  • Tax including US Tax, Automatic Exchange of Information (AEOI) and Common Reporting Standards (CRS)
  • Environmental, Social & Governance (ESG) regulations
  • Over the Counter (OTC) Derivative Reforms
  • Data Privacy regulations
  • Investor Protection rules

Risk Management​

Policy Management. Risk Models. Risk Assessment. ‍ Fenergo's global policy rules engine houses comprehensive business rules as well as KYC, AML, and other regulatory rules for over 120 jurisdictions globally. These include Data, Document and Ownership & Control rules. The policy rules engine works in tandem with Fenergo's powerful workflow engine to trigger the correct policy requirements at the correct point in time, based on a number of dynamic client and related party parameters.

Fenergo's Risk Engine enables financial institutions to automate on-demand financial crime risk assessment of clients and their related parties. Enterprise-wide, it provides your organization with a single, centralized source of risk model management to support and represent the granularity of multiple, complex financial crime risk models.