Chartis CLM Solutions 2025 Vendor Spotlight

Fenergo Named Category Leader in Chartis 2025 CLM for CIB Solutions

In its latest RiskTech Quadrant® for Client Lifecycle Management (CLM) in Corporate and Investment Banking (CIB), Chartis Research has named Fenergo a Category Leader. This recognition highlights Fenergo’s ability to deliver a comprehensive, cloud-native CLM platform built specifically for the complex demands of corporate and investment banks.

Why Fenergo Stands Out

• Comprehensive regulatory coverage across more than 120 jurisdictions
• A centralized client profile that can be reused across products, geographies, and entities
• Visual mapping of ultimate beneficial ownership (UBO), legal hierarchies, and counterparty relationships
• Low-code configuration and pre-packaged workflows to accelerate deployment and reduce compliance risk
• Seamless API integrations with AML, KYC, CRM, and other third-party systems
• Pre-configured support for global regulations including FATCA, CRS, MiFID II, and EMIR

Purpose-Built for Corporate and Investment Banking

Fenergo’s CLM platform addresses the unique challenges of onboarding and managing high-value, multi-entity clients in highly regulated markets. The platform supports full lifecycle compliance and risk management with built-in automation, policy enforcement, and workflow optimization.

“Fenergo combines regulatory depth, client lifecycle visibility, and third-party integration to deliver a best-in-class solution for corporate and investment banks.” — Chartis Research