Vendor Analysis
published on Jul 07, 2021
Report Overview:
This NelsonHall vendor assessment analyzes Fenergo's offerings and capabilities in wealth and asset management services
Who is this Report for:
NelsonHall’s ‘Transforming Wealth and Asset Management Services’ profile on Fenergo is a comprehensive assessment of Fenergo’s offerings and capabilities for the wealth and asset management sector, designed for:
- Sourcing managers monitoring the capabilities of existing suppliers of technology and operational services and identifying vendor suitability for wealth and asset management services in RFPs
- Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
- Financial analysts and investors specializing in the support services sector.
Scope of this Report:
The report provides a comprehensive and objective analysis of Fenergo BFS-focused wealth and asset management service offerings and capabilities and market and financial strength, including:
- Identification of the company’s strategy, offerings, and new developments
- Analysis of the company’s strengths, weaknesses, and outlook
- Revenue estimates
- Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
- Analysis of the company’s offerings and Fenergo’s service components
- Analysis of the company’s delivery organization including the location of delivery centers.
Key Findings & Highlights:
Fenergo is a Dublin-headquartered solution and services vendor of customer lifecycle management software focused only on the financial services industry. Fenergo has 80 clients from the BFSI industry. Its offerings focus on managing customers in compliance with industry regulations such as KYC and AML. Fenergo is a private company owned by Insight Venture Partners and DXC Technology.
Fenergo began selling to the wealth management industry in late 2018 and has six wealth management clients. In 2019 Fenergo began developing an Asset Servicing and Asset Management set of offerings. In 2020 it began selling to the asset management industry and now has seven clients.
