Transforming Document Processing with Fenergo IDP, Powered by AWS

Financial institutions today face increasing pressure to accelerate onboarding, manage risk more effectively, and scale operations without adding unnecessary cost. Yet many are still held back by highly manual document-handling processes—slow, repetitive tasks that reduce accuracy, create bottlenecks, and limit the ability to support growth.

In this case study, discover how a major U.S. financial institution partnered with Fenergo and Amazon Web Services (AWS) to reimagine its approach to document processing. The organisation was managing large volumes of investor and client documentation through manual classification, data extraction, and review. As demand grew, these workflows became increasingly challenging to maintain and difficult to scale.

To address this, the institution implemented Fenergo Intelligent Document Processing(IDP) an AI-powered solution designed to automate the most time-consuming aspects of document handling. Integrated within the broader Fenergo Client & Investor Lifecycle Management ecosystem, IDP intelligently classifies documents, extracts key KYC data points, and streamlines the review experience for analysts.

The partnership with AWS played a central role in enabling this transformation. Built on AWS cloud infrastructure, the solution offered the performance, security, and elasticity the institution needed to deploy automation quickly and confidently. With AWS handling scalability and resilience, the organisation could focus on delivering better, more efficient workflows across the business.

By combining Fenergo’s deep regulatory and operational expertise with AWS’s industry-leading cloud capabilities, the institution moved from manual, error-prone processes to a smarter, more efficient, and future-ready operating model. Teams gained time back to focus on higher-value analysis, compliance quality improved, and onboarding journeys became smoother from end to end.

Download the full case study to see how Fenergo and AWS helped this institution unlock a more accurate, scalable, and intelligent approach to document processing, built for today’s demands and tomorrow’s growth. Inside, you’ll also uncover how the new approach delivered meaningful time efficiencies in just the first month of use.