Fenergo

Fenergo is the digital enabler of client and regulatory technology for financial services. It provides Client Lifecycle Management (CLM) software solutions for Financial Institutions including; Corporate & Institutional Banking, Commercial & Retail Banking, Asset Management, Private Banking & Wealth Management.

Company Products

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Client Lifecycle Management
Fenergo Client Lifecycle Management solves what we call the “perfect storm” facing financial institutions i.e. spiraling levels of regulation which is putting additional pressure on banks to collect more data and documentation from clients, increasing the cost of compliance and seriously impacting operational efficiencies and client...
Tax Compliance
Fenergo Tax Compliance helps financial institutions to effectively manage their tax compliance obligations, enabling them to comply with a range of local and global tax-specific regulations such as the Foreign Account Tax Compliance Act (FATCA), Common Reporting Standards (CRS), CDOT (UK) and Chapters 3 and 61 (US). This robust solution...
Regulatory Onboarding
Fenergo Regulatory Onboarding provides a single integrated platform that enables financial institutions to onboard new clients or new products efficiently in compliance with a broad range of regulatory obligations. Through the integration of a number of sophisticated capabilities, Fenergo Regulatory Onboarding streamlines the compliance and data...
MiFID II Compliance
Fenergo MiFID II Compliance solution brings together a host of technologies that enable financial institutions to comply with MiFID II obligations in line with overall Client Lifecycle Management demands, including:   Advanced regulatory rules logic; Centralized data and document management; API-driven data integration tools; ...
OTC Derivatives
Global OTC derivative reform is challenging financial institutions across the world to rethink their abilities to achieve compliance in an efficient and coherent manner. Fenergo supports investment banks and capital market firms to navigate through the challenges and comply with the obligations of global and local OTC Derivative regulations such...
Regulatory Rules Engine
Fenergo Regulatory Rules Engine was designed to help financial institutions to comply with an ever-evolving regulatory landscape while safeguarding existing compliance investments. This intelligent solution provides an out-of-the-box repository of rules that can be easily configured by financial institutions to future-proof against evolving...