March 10 - 12, 2025
JW Marriott Grande Lakes, Orlando
Fenergo is the leading provider of Client Lifecycle Management software solutions for financial institutions, designed to provide a connected, seamless and digital investor experience that ensures regulatory compliance-by-design, without creating additional operational overhead. Our solutions empower financial institutions, including asset managers, to digitally transform the investor journey from initial onboarding, regulatory due diligence, (including KYC, AML, Tax, ESG and Investor Protection), to ongoing monitoring of risk and transaction profiles. We help financial institutions navigate and react to changes in complex regulatory landscapes, while also leveraging the benefits of digital technologies, to deliver seamless and efficient investor journeys. Catering for multiple jurisdictions, our solutions offer standardization and automation where possible, so you have the ability to focus resources on delivering an exceptional client experience and maximizing revenue. By streamlining initial and ongoing client interactions, connecting internal stakeholders with a single investor view, and ensuring ongoing regulatory compliance, Fenergo’s solutions redefine efficiency and client-centricity.