List of Fenergo Client Lifecycle Management Customers
Fenergo
Castleforbes House, Mayor Street,
Dublin, D01 A8N0,
Ireland
Dublin, D01 A8N0,
Ireland
353 1 9013600
Professional Services
850
$164M
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 |
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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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Centralis Group | Banking and Financial Services | 320 | $50M | Luxembourg | Fenergo | Fenergo Client Lifecycle Management | CRM | 2024 | n/a |
In 2024, Centralis Group implemented Fenergo Client Lifecycle Management as a CRM solution to streamline client and investor onboarding and to support its announced international expansion. Centralis Group is a Luxembourg based alternative asset and corporate services provider serving clients across 13 countries, and this Fenergo Client Lifecycle Management deployment is positioned to standardize onboarding for both client and investor segments while aligning with the firms growth plans.
The implementation centers on client and investor onboarding workflows, KYC controls, and client lifecycle orchestration capabilities within Fenergo Client Lifecycle Management. Configuration work focuses on reducing duplicated effort across intake and verification processes, automating onboarding journey steps where possible, and providing a single CRM oriented record of client and investor relationships to improve operational efficiency in client services and risk functions.
Operational coverage extends across Centralis Groups corporate services and alternative asset lines, with the solution intended to support compliance with diverse regulatory regimes across its 13 country footprint. The deployment is described as a firm wide initiative touching compliance, risk, operations, and client relationship teams, and the Fenergo Client Lifecycle Management instance will serve as the centralized CRM repository for onboarding and lifecycle state.
Governance emphasis in the announcement is on establishing a clear roadmap and scalable controls, enabling Centralis Group to bring new products and services to market while maintaining compliance. The stated outcomes include accelerated onboarding, reduced duplication of effort, strengthened client relationships from initial engagement, and a foundation to scale global operations using Fenergo Client Lifecycle Management.
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CIBC Capital Markets | Banking and Financial Services | 1256 | $1.5B | Canada | Fenergo | Fenergo Client Lifecycle Management | CRM | 2020 | n/a |
In 2020, CIBC Capital Markets deployed Fenergo Client Lifecycle Management as its CRM to centralize client onboarding, KYC and AML workflows for UK based Capital Markets relationships. The deployment was operated by an onboarding and due diligence team of two to four analysts who served as liaison between front office trading desks and back office operations, coordinating case intake and compliance validation.
Fenergo Client Lifecycle Management was configured to support onboarding and due diligence case management, compliance rule execution aligned to EMIR, MiFID and FATCA, and workflow automation for FX, FI and MM account openings. The implementation included formal UAT and PROD testing cycles and oversight of data migration, with responsibility for maintaining and updating the system database to ensure report accuracy.
Integrations were implemented to streamline account opening and downstream processing, explicitly interfacing with internal account operations systems used in the bank’s workflows, including WSS, Broadridge and TOMS, while maintaining connections to front office channels. Operational coverage centered on UK based Capital Markets relationships and spanned onboarding, compliance, and back office account provisioning functions.
Governance work formalized KYC and AML control points within onboarding workflows and reinforced the liaison role between front office and back office to standardize handoffs and approvals. The rollout and testing effort was recognized internally with a Quarter Team achiever award for the Fenergo implementation.
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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
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:
- Brown Brothers Harriman, a United States based Banking and Financial Services organization with 6000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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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.