Asset Management & Asset Servicing

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


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
  • Transfer Agents & Fund Administrators

    Fenergo Client & Investor Lifecycle Management enables Transfer Agents & Fund Administrators to deliver a digitalized, enhanced client and investor-led lifecycle experience by digitally transforming manual compliance processes into user-friendly, automated end-to-end workflows.

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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

  • What does 2020 hold for Asset Management and Asset Servicing?

    Looking ahead into 2020 we can expect to see continued geopolitical uncertainty, fee pressures, increasing regulatory demands and market volatility. The regulatory burden for Asset Managers and Asset Servicers continues to grow.

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  • 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.

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