A leading financial services firm transitioned from a heavily customized on-premise system to scalable SaaS, achieving improvements in operational efficiency, compliance and cost reduction.
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A large energy trading firm was facing efficiency challenges from manual counterparty review processes.
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Find out how a Global Asset Management firm keeps up with onboarding demands of new, complex regulatory jurisdictions through digital transformation.
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Find out how a global energy and commodities firm reduced counterparty onboarding times and created a fully traceable, efficient CLM journey.
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Discover how a global investment firm managing over $30 billion in assets transformed counterparty onboarding and KYC processes.
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A large financial institution was facing major operational challenges while using internal workflows for CLM.
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SVB turned to Fenergo to reimagine the end-to-end client journey and develop a new solution for client onboarding.
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Simplifying Client Onboarding Across Multiple Jurisdictions & Trading Lines with Automated KYC.
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Enabling Multi-Jurisdiction Growth with Improved Data Quality.
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In this case study, we detail how by choosing Fenergo’s agile SaaS Platform, this global asset wealth management firm removed legacy dependencies and to drive efficiencies.
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Transforming group-wide, corporate client onboarding to become the "bank of the future".
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BNP Paribas scoops Celent Model Risk Manager Award for its ground-breaking One KYC project.
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How one US bank digitalized its KYC & onboarding operations with Fenergo CLM for Salesforce.
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