Modernizing Investor Document Processing with Fenergo IDP, Powered by AWS

For organisations supporting the alternative investment industry, efficient investor document processing is essential. As volumes grow and regulatory expectations evolve, outdated manual workflows can quickly create bottlenecks, slowing investor onboarding, increasing operational risk, and putting pressure on compliance teams.

This case study explores how a global services provider partnered with Fenergo and Amazon Web Services (AWS) to modernize its investor document workflows and build a more scalable operating model. The firm was handling significant numbers of investor documents manually, relying on teams to classify files, extract metadata, capture KYC data, and identify related parties. These repetitive processes slowed down reviews and made it difficult to keep pace with growing demand.

By adopting Fenergo Intelligent Document Processing (IDP), the organisation introduced a smarter, AI-driven way of managing documentation. IDP automates document classification, extracts key data points with precision, and routes information directly to reviewers through a clean, structured interface. This shift reduced reliance on manual data entry and allowed teams to focus on meaningful validation and risk assessment instead.

The Fenergo AWS partnership was instrumental in the transformation. Delivered through AWS cloud infrastructure, the solution offered the security, reliability, and rapid deployment speed needed to integrate automation with minimal disruption. AWS ensured the organisation could scale effortlessly as document volumes continued to grow, while maintaining strong performance and operational resilience.

Together, Fenergo and AWS enabled the firm to elevate its investor servicing model, improving accuracy, accelerating workflows, and enhancing both analyst and investor experiences. The result is a future-ready operating environment built on intelligent automation, strong compliance, and cloud-enabled growth.

Download the full case study to learn how Fenergo IDP and AWS helped this firm achieve a more efficient, scalable, and modern approach to investor document processing.