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Optimizing Client Satisfaction With Streamlined Compliance

How Vistra Transformed Client Onboarding with Fenergo SaaS

Vistra is a global leader in expert advisory and administrative services, supporting a wide range of clients across funds, corporates, capital markets, and private wealth. Like many regulated firms, Vistra faced the growing challenge of onboarding clients across multiple jurisdictions while maintaining compliance, speed, and a strong client experience.

In this video, Vistra shares how they partnered with Fenergo to modernize and simplify their Client Lifecycle Management (CLM) operations using Fenergo’s SaaS platform. Hear from senior leaders at Vistra as they detail their transformation journey, driven by a need for automation, global consistency, and better alignment between compliance and business teams.

Learn how Fenergo is helping Vistra eliminate fragmented workflows, reduce onboarding times, and embed regulatory compliance directly into their processes. With the support of Fenergo’s advisory-led delivery model, Vistra is able to configure its solution around proven industry templates, accelerating time-to-value and reducing delivery risk.

In this video, you’ll discover:

  • Why Vistra chose Fenergo SaaS over alternative solutions
  • How they are adopting out-of-the-box capabilities to meet complex requirements
  • Anticipated measurable outcomes to be achieved in onboarding speed and compliance coverage
  • Lessons learned from implementing a future-ready CLM strategy

By standardizing onboarding journeys across business lines and regions, Vistra will benefit from enhanced data quality, faster decision-making, and a more seamless experience for both clients and staff.

This real-world example highlights what’s possible when technology, industry expertise, and advisory-led engagement come together. Whether you’re exploring onboarding transformation or scaling your compliance operations, Vistra’s experience offers valuable insight.

Watch the video now to learn how Fenergo delivers real, scalable impact.