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A Global Institutional Investment Management Firm
Discover how a global investment firm managing over $30 billion in assets transformed counterparty onboarding and KYC processes.
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Case Studies
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Global Energy and Commodities Firm Case Study
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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Global Asset Management Firm
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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Fenergo Implementation at a Major US Financial Institution
A large financial institution was facing major operational challenges while using internal workflows for CLM.
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Silicon Valley Bank - Reimagining Onboarding for Startups
SVB turned to Fenergo to reimagine the end-to-end client journey and develop a new solution for client onboarding.
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Enterprise Financial Services Firm Case Study
Simplifying Client Onboarding Across Multiple Jurisdictions & Trading Lines with Automated KYC.
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B2B Payments Client Case Study
Enabling Multi-Jurisdiction Growth with Improved Data Quality.
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Wealth Management Client Case Study
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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Bank ABC: A Fenergo SaaS CLM Case Study
Transforming group-wide, corporate client onboarding to become the "bank of the future".
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BNP Paribas Celent Model Bank Winner - One KYC
BNP Paribas scoops Celent Model Risk Manager Award for its ground-breaking One KYC project.
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CRM and CLM Integration for Faster KYC and Onboarding
How one US bank digitalized its KYC & onboarding operations with Fenergo CLM for Salesforce.
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Mizuho Americas: Digitalizing Client Onboarding – A Fenergo Case Study by Celent
Mizuho Americas’ journey to group-wide synergy for institutional client onboarding & data management.
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