Sold by: Fenergo
Deployed on AWS
Fenergo CLM is an award-winning SaaS-based solution that empowers financial institutions to digitally transform the client experience throughout the client lifecycle, manage compliance with KYC, AML and other regulatory compliance obligations, and reduce risk with continuous monitoring of clients and transactions throughout the client lifecycle. All Fenergo purchases are conducted through Private Offer. For further information please contact Fenergo at info@fenergo.com
Overview
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 due diligence and perpetual KYC reviews, to ensuring compliance with other regulatory frameworks, and 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. All Fenergo purchases are conducted through Private Offer. For further information please contact Fenergo at info@fenergo.com
Highlights
- 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.
- Advanced Client and Related Party Data Management with 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.
- Fenergo CLM supports the Know Your Customer (KYC) process by offering a set of enterprise-wide standards and requirements for KYC across over 120 jurisdictions to ensure that the correct data and documentation is gathered and maintained during the client lifecycle.
Details
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Delivery method
Deployed on AWS
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Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Small Deployment (Available through Private Offer Only) | Entry point for non-financial institutions that onboard and manage the end-to-end lifecycle of their clients (combination of Corporate and Individual clients as applicable), noting that pricing may vary by type & volumes of entities | $150,000.00 |
Medium Deployment (Available through Private Offer Only) | Entry point for banks and financial institutions that onboard and manage the end-to-end lifecycle of their clients across a single jurisdiction and/or a single line of business (combination of Corporate and Individual clients as applicable) | $350,000.00 |
Enterprise Deployment (Available through Private Offer Only) | Entry point for banks and financial institutions that onboard and manage the end-to-end lifecycle of their clients across multiple jurisdictions and/or multiple lines of business (combination of Corporate and Individual clients as applicable) | $850,000.00 |
Dimensions summary
You buy this solution as a contract, and all three options come only through a private offer. The tiers scale by the size and reach of your deployment. Small Deployment fits non-financial institutions managing client lifecycles. Medium Deployment fits banks and financial institutions operating in a single jurisdiction or line of business. Enterprise Deployment fits those spanning multiple jurisdictions or lines of business. Each tier is priced in units, and your final price may vary based on the type and volume of client entities you manage, covering both corporate and individual clients.
Top-of-mind questions for buyers
A client entity is any client you onboard and manage through its lifecycle. This covers both corporate and individual clients as they apply to your business. Your final price may vary based on the type and volume of entities you manage.
Choose by your organization type and reach. Small Deployment fits non-financial institutions. Medium Deployment fits banks operating in a single jurisdiction or line of business. Enterprise Deployment fits banks spanning multiple jurisdictions or lines of business. Each tier is a separate entry point priced in units.
Onboarding and Operations Management, Client and Related Party Data Management, Know Your Customer, and Product Enablement come as standard. Regulatory Compliance and Risk Management are add-on modules. Contact the vendor to confirm which modules apply to your specific deployment tier and scope.
www.fenergo.com
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For questions about our refund policy, please contact your Fenergo account representative.
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
Fenergo offers different levels of support depending on client requirements and agreements. To contact Fenergo support please reach out to support@fenergo.com
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Similar products
Fenergo CLM for Salesforce transforms the client onboarding and client lifecycle management process. The solution combines the strengths of the worlds No. 1 Client Relationship Management solution with the advanced capabilities of the No. 1 Client Lifecycle Management solution. It digitalizes the entire lifecycle process, becoming the steel thread that digitally connects every client journey in the client lifecycle process, from prospecting to client onboarding to ongoing KYC reviews. An enterprise-wide, single client view ensures clean, centralized and accurate data and documents throughout the product and client lifecycle. This enables front, middle and back-office teams access to the same information and records, minimizing and streamlining the client touchpoints and allowing your teams to focus on high value-add activities. Pricing may vary by type & volumes of entities. For further information please contact Fenergo at info@fenergo.com
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