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Driving Operational Efficiencies and Positive User Experiences

Scaling Global Transformation Through Client Lifecycle Management

Learn how Vistra, a leading global corporate and fund services provider, is redefining client onboarding, risk, and regulatory operations with Fenergo.

In this in-depth client insight video, senior leaders from Vistra share their experience working with Fenergo to digitize and scale their Client Lifecycle Management (CLM) operations. As a multi-jurisdictional organization operating in over 45 markets, Vistra faced a challenge that’s common across the global financial services landscape: how to unify onboarding and compliance processes while maintaining local flexibility and meeting complex regulatory obligations.

The video explores Vistra’s decision to select Fenergo’s SaaS platform as a strategic technology foundation to power its global transformation. With a clear goal to deliver faster onboarding, better regulatory control, and improved client transparency, the partnership focuses not only on technology enablement but also on business-led outcomes.

Key takeaways from the video include:

  • Why Vistra selected Fenergo as its CLM transformation partner
  • How standardization across jurisdictions helps reduce onboarding times and improve accuracy
  • The benefits of Fenergo’s SaaS-first delivery, enabling faster deployment and adaptability
  • Real-world lessons from cross-functional collaboration between Fenergo’s Product, Client Services, and Advisory teams
  • The importance of visibility and control in managing risk, documentation, and entity hierarchies at scale

By leveraging Fenergo’s market-leading solution and embedding best practices through our Advisory Framework, Vistra will achieve more than just system consolidation—this project will reshape how internal teams operate and how clients experience onboarding. This transformation reinforces Fenergo’s role as a trusted partner, not just a platform provider.

If you're working with complex entities, navigating evolving compliance demands, or seeking a model to modernize client servicing across borders—this video is essential viewing.

Watch now to learn how Vistra is creating a future-ready CLM ecosystem with Fenergo.