Fenergo - News, Articles & Research

Company announcement/retail

Fenergo rolls out client lifecycle management solutions on Salesforce AppExchange

Fenergo, a leading provider of Client Lifecycle Management (CLM) solutions for financial institutions today announced the creation of a Fenergo-powered application on Salesforce AppExchange.

20 November 2018

Finextra TV

Transforming Financial Services with Digital KYC and CLM

Greg Watson, Global Head of Sales at Fenergo, speaks at SIBOS 2018 in Sydney on the most significant challenges facing global financial institutions in terms of client onboarding and lifecycle management, what the client onboarding process of tomorrow will look like with the rise of disruptive technologies, and how financial institutions can effectively build a path towards embracing digital CLM.

10 November 2018

Company announcement

Fenergo expands into private banking and wealth management

Fenergo, the leading provider of Client Lifecycle Management solutions (CLM) and services for financial institutions, has announced its expansion into Private Banking and Wealth Management, with the creation of a new division lead by Steve D’Souza.

06 November 2018

Company announcement/regulation

Natixis to deploy Fenergo CLM

Fenergo, the leading provider of Client Lifecycle Management (CLM) software solutions for financial institutions, will deploy its flagship platform, Fenergo CLM, across Natixis’ Corporate and Investment Banking division globally.

31 October 2018

Finextra TV

Digitising Banking and The Future of CLM

Niall Twomey, Chief Technology Officer, Fenergo, talks about the type of innovations and technologies Fenergo's R&D team are working on, what financial institutions want and expect from their technology stack, and what role Fenergo's CTO forum plays in advancing Fenergo's vision.

16 October 2018

Finextra TV

Driving Operational Efficiency with CLM Transformation

Greg Watson, Global Head of Sales, talks about what the current lifecycle process looks like in most banks, what benefits a digitized CLM can deliver to a bank’s chief operations officer, and what banks should look for when investing in a CLM solution

08 October 2018

Company announcement

Fenergo looks good to boost partner ecosystem

Fenergo, the leading provider of Client Lifecycle Management (CLM) solutions to Banks and Asset Managers, today announced the creation of a new team dedicated to further developing and fostering its partner ecosystem.

02 October 2018

Finextra TV

Digitalizing CLM for improved customer experience

Joe Dunphy, VP of Product Management, Fenergo, discusses what benefits digitalising the client lifecycle experience can bring financial institutions and their clients, how Fenergo’s CLM roadmap has evolved over the past two years to deliver greater transparency and control, and the importance of Fenergo’s global client community for driving industry best practice.

02 October 2018

Finextra TV

Client Lifecycle Management for the Buy-Side

Kevin O’Neill, Global Head of Buy-Side Division, Fenergo, talks about what the key challenges currently facing buy-side firms are, how a buy-side operation can become more operationally efficient and deliver a streamlined experience for the client, and how Fenergo’s solutions can improve this experience.

27 September 2018

Finextra TV

Implementing Best-Practice CLM

Colm Heffernan, Chief Operations Officer, Fenergo, gives advice for financial institutions about to embark on implementing a Client Lifecycle Management solution across their global operations and what the key ingredients to successful partnerships are.

18 September 2018

Company announcement

Bank of China US branches switch on Fenergo client lifecycle platform

Fenergo, the leading provider of Client Lifecycle Management solutions for financial institutions, announced today that the BoC US Branches, subsidiaries of the 4th largest bank in the world, have gone live on its Client Lifecycle Management platform,

11 September 2018

Finextra TV

Transforming customer experience for the banking and asset management community

Marc Murphy, CEO, Fenergo, highlights the main insights and updates from Fenergo's most recent Client Council event, what the key takeaways were from their research into client life cycle management and on-boarding, and why industry standards are important for improving customer standards through KYC and client on-boarding.

10 September 2018