Client Lifecycle Management
Winner’s Spotlight: Fenergo – RiskTech100® 2027
Our analysis of Fenergo is included in the Chartis report RiskTech100® 2027, published in September 2026. Fenergo ranked #27 and won the Category Awards for KYC Solutions, KYC Solutions (Markets and Wholesale Banking) and Client Lifecycle Management …
Vendor Spotlight: FIS – Client Lifecycle Management Solutions, 2026
An analysis of FIS's CLM solutions, based on the Chartis report 'Client Lifecycle Management Solutions, 2026: Quadrant Update', published in February 2026.
CLM Solutions, 2026: Quadrant Update
An update to Chartis' previous client lifecycle management (CLM) research, focusing on the CLM vendor and solution landscapes for the corporate and investment banking (CIB) and wealth management sectors.
The Challenges of Onboarding for Alternative Assets
This collaborative paper by Chartis Research and FIS provides a comprehensive overview of the current landscape for investor onboarding for alternative assets.
Vendor Spotlight: KYC360 - KYC Solutions, 2025
Chartis has named KYC360 as a category leader in the 2025 RiskTech Quadrant® for KYC Solutions, in the report KYC Data and Solutions, 2025: Quadrant Update.
Vendor Spotlight: Fenergo - CLM Solutions, 2025
Fenergo, a category leader in the 2025 RiskTech Quadrant® for CLM for CIB Solutions, operates a platform designed to manage multi-product, multi-entity relationships and support more than 120 jurisdictions.