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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