Case Study: Global Asset Management Firm achieves 77% faster AML & KYC processing and a 4‑month CLM digital transformation with Fenergo

How a Global Asset Management firm keeps up with onboarding demands of new, complex regulatory jurisdictions through digital transformation

Global Asset Management Firm, an asset manager operating in the US and 14 other jurisdictions, faced slow, manual and siloed onboarding and KYC processes that couldn’t scale for more complex regulatory requirements. They engaged Fenergo to implement a digital Customer Lifecycle Management (CLM) solution to modernize onboarding across wealth management, reduce errors and create an auditable, automated workflow.

Fenergo delivered a SaaS-based, iterative CLM implementation (integrating natively with Salesforce) that removed email-based handoffs, tracked decisions across workflows and enabled rapid regulatory customization. The Fenergo deployment was completed in four months and cut AML and KYC processing times by 77%, significantly speeding client onboarding, reducing internal churn and allowing the firm to expand into new jurisdictions.