Asset Servicing
Fenergo streamlines end-to-end client and investor journeys, including digital subscription documents, onboarding and due diligence of clients, investors and related parties, and continuous monitoring of risk and transaction profiles.
- Digital investor & client experience
- Automated AML & KYC due diligence
- A single, centralized platform for clients, investors and funds
How Fenergo Helps Asset Servicers
Accelerated Time-To-Onboard
Digital Client & Investor Portal
On-Demand Reporting & Insights
Explore Fenergo's Solutions
Client & Investor Lifecycle Management
Digitally manage clients & investors 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 clients, funds and investors throughout the entire client 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 client, fund and investor onboarding solution to connect stakeholders and provide a single 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)
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"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
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"Fenergo’s CLM platform, their community approach to CDD, and their experience with digitalizing customer onboarding, will enable Citco to achieve our objectives whilst ensuring the business continues to meet all current and future KYC and CDD commitments.”
Albert van Nijen
Head of Client Lifecycle Management
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