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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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Find out how a Fortune 100 enterprise financial services firm has adopted Fenergo’s end-to-end Client Lifecycle Management (CLM) platform to offer its clients a streamlined, digital onboarding journey by automating the collation of Know Your Customer (KYC) information and other key compliance processes. 

The firm, which offers advanced digital platforms within capital markets and services across a multitude of commodities and securities, was able to improve its client onboarding experience, adapt more quickly to regulatory change, and simplify its operating model by moving away from manual processes. 

Leveraging new technologies is a strategy that has improved the digital customer experience and resulted in fewer touchpoints, driving revenue opportunities through a smoother onboarding journey.  

Download the full case study to see how the organization overcame its challenges and achieved success by implementing Fenergo.