Future-Proofing Global Financial Institutions

"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.”

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 of investor data, periodic reviews, as well as offboarding. Moreover, the reduction in manual document flow will enable our teams to focus on more value-added activities on behalf of our clients and further enhance our information security protocols."

Aztec Group is pursuing an ambitious strategy in which technology plays a key role both operationally and for our clients. We’re looking forward to working with Fenergo to transform the way we approach the client lifecycle safely and securely. We saw an opportunity to overhaul our onboarding, due diligence and lifecycle management processes, using technology to shoulder the burden of administration and remove some of the effort needed from both our teams and our clients. As a result, we’re able to provide a much smoother onboarding experience and spend more time on value-adding interactions, rather than administrative tasks."

Fenergo's Regulatory Onboarding solution provides us with an additional level of flexibility and enhances our ability to prioritize our compliance initiatives."