List of Fenergo Client Lifecycle Management Customers
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Since 2010, our global team of researchers has been studying Fenergo Client Lifecycle Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fenergo Client Lifecycle Management for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fenergo Client Lifecycle Management for CRM include: RBC Wealth Management, a Canada based Banking and Financial Services organisation with 96165 employees and revenues of $40.41 billion, Scotiabank, a Canada based Banking and Financial Services organisation with 86746 employees and revenues of $24.55 billion, RBC Capital Markets, a Canada based Banking and Financial Services organisation with 7000 employees and revenues of $8.17 billion, Landesbank Baden Wurttemberg, a Germany based Banking and Financial Services organisation with 10434 employees and revenues of $4.19 billion, Pictet, a Switzerland based Banking and Financial Services organisation with 5000 employees and revenues of $3.41 billion and many others.
Contact us if you need a completed and verified list of companies using Fenergo Client Lifecycle Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fenergo Client Lifecycle Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Arendt Services | Professional Services | 1050 | $100M | Luxembourg | Fenergo | Fenergo Client Lifecycle Management | CRM | 2023 | n/a | In 2023 Arendt Services deployed Fenergo Client Lifecycle Management as a CRM to centralize investor onboarding, ongoing due diligence, and regulatory compliance workflows across its Dublin, London, and Luxembourg operations. The announcement frames Fenergo Client Lifecycle Management as a Software-as-a-Service solution that will act as a single investor-facing portal and an operational hub for fund, AIFM, fund administrator and transfer agent workflows. The implementation emphasizes end-to-end investor lifecycle automation, including investor onboarding orchestration, continuous KYC and ongoing due diligence, automated regulatory rules engines with coverage in over 120 jurisdictions, entity relationship visualization and ultimate beneficial owner identification, and embedded screening duties. Functional capabilities delivered by Fenergo Client Lifecycle Management include document intake and management through a real-time investor portal, case management for lifecycle events, and regulatory rules-driven workflow automation. Architecturally the deployment uses Fenergo’s SaaS cloud model to provide a centralized portal and shared services layer that reduces manual document flow and accelerates lifecycle processes, while supporting multi-jurisdictional compliance. The solution is positioned to service Investors, Assets, and Distributors and to integrate screening and compliance checks into Arendt Services operational processes without naming external connectors or vendors. Governance and process transformation focus on operationalizing standardized onboarding and maintenance workflows, shifting resource-intensive manual procedures to automated case and rules management, and enabling compliance teams to visualize complex entity structures for oversight. The stated outcomes are streamlined investor experiences, improved operational efficiency, reduced manual paperwork, and enhanced ability to maintain regulatory compliance while preserving client service standards. | |
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BMO Capital Markets | Banking and Financial Services | 2800 | $364M | Canada | Fenergo | Fenergo Client Lifecycle Management | CRM | 2017 | n/a | In 2017, BMO Capital Markets implemented Fenergo Client Lifecycle Management as a CRM to centralize client lifecycle and onboarding workflows for its Capital Markets business. The deployment targeted production and development/UAT environments and was operated within the bank’s Toronto infrastructure footprint supporting front office and compliance adjacent teams. Application support activities for Fenergo Client Lifecycle Management included user technical support via phone and remote sessions, proactive performance monitoring, and testing of new product features with development teams. Windows server administration and automation tooling were applied to accelerate delivery timelines, with dedicated production support responsibilities spanning server builds, incident remediation, and environment segregation between production and development. Operational coverage ran alongside a broad enterprise stack, with the support organization managing interactions with Cognos, autosys, SharePoint, TSM backups, iMatch, Raptor, Murex, Citrix, Spotfire, DFS and other platform owners. CyberArk onboarding and implementation for CMRI was executed as part of the security posture work supporting application access and privileged account management. Governance and operational process changes were formalized through a Remedy queue manager role that delegated tasks, tracked SLAs, and escalated to senior managers and directors. The team produced runbooks and documentation, delivered mentorship and knowledge transfer sessions, and executed global DFS implementation in Canada, USA and London to standardize file services and support cross site operations. | |
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BNP Paribas CIB Poland | Banking and Financial Services | 200 | $30M | Poland | Fenergo | Fenergo Client Lifecycle Management | CRM | 2022 | n/a | In 2022, BNP Paribas CIB Poland implemented Fenergo Client Lifecycle Management as a CRM platform to centralize KYC and Client Due Diligence workflows for Ireland and US based funds and their investors. The deployment was delivered as part of a Client Lifecycle Management and workflow toolset that also included Cirrus and NTAS, led by a Team Manager responsible for Fund KYC operations in Ireland with 29 FTE and in the US with 14 FTE, and targeted the fund KYC and client onboarding functions within the bank. Fenergo Client Lifecycle Management was configured to support client onboarding orchestration, KYC and CDD case management, risk assessment workflows, and automated task routing across the operational teams. Configuration included rule based decisioning for CDD steps, document ingestion and tracking, and management information feeds to enforce control points for account opening and ongoing monitoring. Integrations were established with SQL and Excel based reporting sources and with automated dashboards in Qlik and Tableau to supply the three lines of defense with timely management information. The implementation coexisted with Cirrus and NTAS as complementary workflow tools, enabling case handoff and coordinated KYC technical advice across the onboarding lifecycle. Governance and process changes included maintaining procedure documents to align with updated regulatory CDD requirements, rolling out professional training modules to KYC staff, and preparing risk based approach reports to support alternative client identification measures. Operational controls emphasized monitoring and managing completion of due diligence documentation, escalation and tracking of exceptions, and regular communication of CDD changes to business managers and control functions. | |
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Banking and Financial Services | 320 | $50M | Luxembourg | Fenergo | Fenergo Client Lifecycle Management | CRM | 2024 | n/a |
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Banking and Financial Services | 1256 | $1.5B | Canada | Fenergo | Fenergo Client Lifecycle Management | CRM | 2020 | n/a |
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Banking and Financial Services | 2200 | $330M | Italy | Fenergo | Fenergo Client Lifecycle Management | CRM | 2023 | n/a |
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Banking and Financial Services | 812 | $558M | United Kingdom | Fenergo | Fenergo Client Lifecycle Management | CRM | 2016 | n/a |
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Banking and Financial Services | 10434 | $4.2B | Germany | Fenergo | Fenergo Client Lifecycle Management | CRM | 2024 | n/a |
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Banking and Financial Services | 720 | $472M | Netherlands | Fenergo | Fenergo Client Lifecycle Management | CRM | 2023 | n/a |
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Banking and Financial Services | 5000 | $3.4B | Switzerland | Fenergo | Fenergo Client Lifecycle Management | CRM | 2024 | n/a |
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Buyer Intent: Companies Evaluating Fenergo Client Lifecycle Management
- Brown Brothers Harriman, a United States based Banking and Financial Services organization with 6000 Employees
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