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Integrated Systems for Transaction Monitoring and Client Lifecycle Management
How One of Europe’s Largest Asset Managers Unified Compliance and Operational Efficiency with a Single Platform
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Case Studies
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Seamless Transition to SaaS for a Global Financial Leader
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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Fenergo Implementation at a Multinational Energy Company
A large energy trading firm was facing efficiency challenges from manual counterparty review processes.
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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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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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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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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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