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Asset Servicing

Digitally transform the end-to-end client and investor onboarding experience.

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Fenergo Client Lifecycle Management (CLM) for Asset Servicing

Digitally transform the end-to-end client and investor onboarding experience
Fenergo CLM for Asset Servicing delivers:

  • A single platform across the investor lifecycle
  • Fast and frictionless investor and client onboarding
  • Digital data acquisition and centralized management
  • Compliance by design

With Fenergo CLM, you can:

  • Streamline the client and investor experience with faster account opening as well as a reduction in onboarding touchpoints and KYC review times.
  • Enhance operational efficiencies through user-friendly, automated and cost-efficient processes.
  • Future-proof compliance with Fenergo’s risk-based and rules-driven approach to regulation including AML and KYC.
  • Reduce total cost of ownership.