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Client lifecycle management
Fenergo is client lifecycle management software offering client lifecycle, KYC and onboarding software for financial institutions. Based in Dublin, Ireland, Fenergo helps banks and asset managers work more efficiently and achieve better outcomes.
Fenergo is built for banks and asset managers. It suits teams that want KYC onboarding without spreadsheets and disconnected tools.
Compared with alternatives like Encompass, Fenergo differentiates on KYC onboarding. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Fenergo for growing teams. Contact for a quote.
Advanced Fenergo for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| KYC onboarding | , | |
| client lifecycle | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| regulatory rules | , | |
| data integration | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
CRM
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
