Asset Management

With rapidly evolving client needs and increasing regulatory burdens, the global asset management industry is now turning its focus to delivering excellence in the client experience.

Fenergo, the No. 1 provider of Client Onboarding & Regulatory Compliance solutions for asset management firms, transforms the client onboarding experience. Our world-class Client Lifecycle Management solution manages the end-to-end client journey through every client event from initial onboarding and regulatory compliance, to future product onboarding and ongoing and event-driven reviews. 

Fenergo CLM delivers the following benefits: 

Improved Commercial Capability 
  • 2 weeks time to revenue 
  • 40% reduced IT overhead 
  • 34% audit-related cost savings 
Enhanced Client Experience
  • 82% faster onboarding delivering a valuable and positive first impression
  • 75% re-use of existing client data for future regulatory requirements or business opportunities 
  • Reduced requirement for unnecessary data requests from clients
Greater Operational Efficiencies 
  • 45% improvement in client outreach efficiencies with Client Connect 
  • 37% efficiencies on KYC Reviews and Refresh programs 
  • 360º single global client view.
Brand Protection
  • Avoidance of regulatory fines through lifecycle compliance with Fenergo’s Regulatory Rules Engine 
  • Future-proofed compliance, enabling your Asset Management firm to stay ahead of regulation implementation dates 
  • 80% reduction in regulatory change management costs through global regulatory community mutualization. 

Digitalizing And Optimizing The Client Onboarding Experience

  • Asset Management Brochure

    Download the Fenergo Client Onboarding & Regulatory Compliance brochure to learn how Fenergo can work for your Financial Institution.

    Download Brochure
  • Fenergo Announces Asset Management Expansion

    Fenergo has announced its expansion into the asset management sector, to build on the successful brand established in the Corporate & Institutional Banking markets.

    Read More

Fenergo CLM SoftwareSolution Delivers:

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of existing client data can be re-used

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reduced IT overhead

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single global client view

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improvement in client outreach efficiencies with Client Connect

Fenergo CLM for Asset Management

  • Client Lifecycle Management, A Practical Demo of the Industry’s Leading Solution & Services

    Watch the webinar where we provide a practical demonstration of Fenergo client lifecycle management solution and discuss best practices.

    Watch the Demo
  • Solving the 4 Key Challenges Facing Asset Managers

    The asset management community has gone through substantial changes over the last number of years. There are four key challenges that currently face all asset management firms across each region.

    Read More

"We will be deploying the same innovative methodologies to the Asset Management sector that we have used in creating the global onboarding standard for the sell-side. 

A significant part of that approach is our collaboration with our client community through our established set of Regulatory and Technology Forums"

Marc Murphy, CEO, Fenergo

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