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Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

List of Fenergo Client Lifecycle Management Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
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.
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.
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.
Banking and Financial Services 320 $50M Luxembourg Fenergo Fenergo Client Lifecycle Management CRM 2024 n/a
Banking and Financial Services 1256 $1.5B Canada Fenergo Fenergo Client Lifecycle Management CRM 2020 n/a
Banking and Financial Services 2200 $330M Italy Fenergo Fenergo Client Lifecycle Management CRM 2023 n/a
Banking and Financial Services 812 $558M United Kingdom Fenergo Fenergo Client Lifecycle Management CRM 2016 n/a
Banking and Financial Services 10434 $4.2B Germany Fenergo Fenergo Client Lifecycle Management CRM 2024 n/a
Banking and Financial Services 720 $472M Netherlands Fenergo Fenergo Client Lifecycle Management CRM 2023 n/a
Banking and Financial Services 5000 $3.4B Switzerland Fenergo Fenergo Client Lifecycle Management CRM 2024 n/a
Showing 1 to 10 of 16 entries

Buyer Intent: Companies Evaluating Fenergo Client Lifecycle Management

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Fenergo Client Lifecycle Management. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Fenergo Client Lifecycle Management for CRM include:

  1. Brown Brothers Harriman, a United States based Banking and Financial Services organization with 6000 Employees

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FAQ - APPS RUN THE WORLD Fenergo Client Lifecycle Management Coverage

Fenergo Client Lifecycle Management is a CRM solution from Fenergo.

Companies worldwide use Fenergo Client Lifecycle Management, from small firms to large enterprises across 21+ industries.

Organizations such as RBC Wealth Management, Scotiabank, RBC Capital Markets, Landesbank Baden Wurttemberg and Pictet are recorded users of Fenergo Client Lifecycle Management for CRM.

Companies using Fenergo Client Lifecycle Management are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.

Companies using Fenergo Client Lifecycle Management are most concentrated in Canada, Germany and Switzerland, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Fenergo Client Lifecycle Management across Americas, EMEA, and APAC.

Companies using Fenergo Client Lifecycle Management range from small businesses with 0-100 employees - 6.25%, to mid-sized firms with 101-1,000 employees - 25%, large organizations with 1,001-10,000 employees - 50%, and global enterprises with 10,000+ employees - 18.75%.

Customers of Fenergo Client Lifecycle Management include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Fenergo Client Lifecycle Management customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.