Asset Management
Mitigate regulatory risks and optimize operational costs by digitally transforming the end-to-end experience for retail and institutional investors, distributors, and counterparties.
- Digital Client & Investor Journeys
- Optimize Onboarding Processes
- Reduce Risk with a Single Client View
How Fenergo Helps Asset Managers
Fast, frictionless, digital onboarding journeys
Deliver an Exceptional Client Experience
Pre-packaged KYC, AML/CFT and Regulatory Policies
Explore Fenergo's Solutions
Client Lifecycle Management
Digitally manage investors, distributors and counterparties through every stage of the lifecycle - from initial onboarding & Know Your Customer (KYC) to ongoing KYC reviews and offboarding.
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Know Your Customer
Digitalize the end to end know your customer process for retail & institutional investors, distributors and counterparties throughout the entire lifecycle. Simplify and automate due diligence with pre-packaged KYC rules and workflows, ensuring effective client & investor due diligence and regulatory compliance.
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Client Onboarding
A single, integrated onboarding solution for retail & institutional investors, distributors and counterparties to connect stakeholders and provide a single client view. Streamline and automate end-to-end onboarding journeys, including KYC, digital outreach, risk assessment and PEP and sanctions screening.
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Transaction Monitoring
Detect suspicious activity in real-time, trigger alerts, investigate results and report financial crime to authorities. Transform transaction monitoring effectiveness, reduce false positives and manage risk exposure to combat Money Laundering and Terrorist Financing.
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Regulatory Compliance
Simplify compliance with global regulations including ESG, Tax, Investor Protection and more. Accelerate client and counterparty classifications through pre-packaged regulatory classification frameworks and tooling, as well as automated risk and suitability assessments.
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CLM for Salesforce
Provide Relationship Managers with real-time visibility over the end-to-end onboarding process directly from Salesforce, leveraging automatic updates & streamlined outreach, eliminating the reliance on ineffective email updates and duplicate requests for information.
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Advisory, Data & Product Partners
Fenergo partners with a host of market-leading advisory, implementation, data and product partners to create an end-to-end ecosystem of services and solutions for our clients.
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Our Clients Love What We Do
"Having witnessed Generali Real Estate’s successful integration of Fenergo’s technology, we were confident its market-leading KYC and Transaction Monitoring offering would be the best fit for our business".
Katia Mangiaracina
Chief Operating Officer, Liability Driven Investment (LDI)
Read the Press Release
"Northern Trust will deploy Fenergo’s technology in tandem with the expertise of our servicing teams to onboard investors faster through an efficient digital portal. The development will support clients and investors throughout the lifecycle, including continuous risk assessment, periodic reviews, as well as offboarding."
Clive Bellows
Head of Global Fund Services
Read the Case Study
…helps fulfil our objective and align banking with evolving client expectations and preferences.
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
Mr. Sael Al Waary,
Deputy Group Chief Executive Officer2,
Bank ABC
…helps fulfil our objective and align banking with evolving client expectations and preferences.
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
Mr. Sael Al Waary,
Deputy Group Chief Executive Officer2,
Bank ABC
…helps fulfil our objective and align banking with evolving client expectations and preferences.
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
Mr. Sael Al Waary,
Deputy Group Chief Executive Officer2,
Bank ABC
…helps fulfil our objective and align banking with evolving client expectations and preferences.
"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."
Mr. Sael Al Waary,
Deputy Group Chief Executive Officer2,
Bank ABC
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