Case Study: Large US Financial Institution achieves accelerated onboarding and operational efficiency with Fenergo

Fenergo Implementation at a Major US Financial Institution

Large Financial Institution was struggling with slow, manual client lifecycle management (CLM) workflows that hindered onboarding speed, quality and control. To address these operational challenges it selected Fenergo’s cloud-based SaaS CLM platform for its configurability and enterprise integrations.

Fenergo implemented an integrated solution connecting Salesforce, Orbis and World-Check, deployed a branded portal (with DocuSign) and used tools like the portal quick link and the SaaS CLM assistant to automate KYC and corporate credit workflows. The deployment accelerated onboarding and throughput — roughly one-fifth of the 250 entities processed through Fenergo’s SaaS CLM were routed via the portal (with predominantly positive reviews) — and ongoing enhancements and automation delivered measurable efficiency gains.