A Global Institutional Investment Management Firm

In the fast-paced world of alternative investment management, efficiency and compliance are crucial. Our client, a leading global institutional investment management firm with over $30 billion in assets, faced mounting challenges due to outdated, manual processes for counterparty onboarding and Know Your Customer (KYC) procedures.

Despite being one of the largest hedge funds worldwide, our client struggled with inefficient manual processes, using physical checklists and spreadsheets for onboarding and risk assessments. As the firm grew, so did the regulatory burden and operational inefficiencies, leading to increased costs and the need for additional staff. An initial attempt to modernize with a low-cost technology vendor failed, leaving the firm in need of a more robust, scalable solution.

To eliminate these inefficiencies, the firm chose Fenergo’s Client Lifecycle Management (CLM) solution. Our platform replaced manual processes with streamlined digital workflows, enabling the firm to manage counterparty lifecycles more efficiently—from onboarding to due diligence and continuous monitoring.

Download the case study to discover how the firm transformed their operations and the results they've achieved.

If your firm is struggling with outdated, inefficient processes, it’s time to consider a solution that can scale with your business needs. Discover how Fenergo can help you streamline operations, reduce compliance risks and future-proof your organization for continued growth.

Get in touch today to learn more about our end-to-end Client Lifecycle Management solutions.