Client Onboarding – Asset Management

In this video, we illustrate how financial institutions can onboard clients quicker and more efficiently by centralizing client data and documentation and comply with a range of regulatory compliance obligations on a single platform with Fenergo's Regulatory Onboarding and Client Lifecycle Management solutions.
In most Asset Management businesses, the investor and fund onboarding process is a slow and inefficient process that delivers a below-par client experience. Fenergo transforms the client onboarding experience by reducing the time to onboard new clients or products by up to 82%, significantly boosting time to revenue.