Case Study: Global Independent Asset Wealth Management Company achieves faster onboarding and eliminates legacy data gaps with Fenergo

How by choosing Fenergo’s agile SaaS Platform, this global asset wealth management firm removed legacy dependencies and to drive efficiencies

Global Independent Asset Wealth Management Company, a global asset manager with over £80bn AUA operating across multiple high‑risk jurisdictions, faced rapidly changing regulatory demands and a legacy‑afflicted AML workflow. Data siloes, outdated configurations, manual KYC processes and an inability to respond quickly to regulatory deadlines were creating onboarding delays and operational inefficiencies, so they turned to Fenergo and its Customer Lifecycle Management (CLM) agile SaaS regtech solution.

Fenergo implemented an end‑to‑end CLM and AML continuous‑monitoring platform that integrated automated KYC, onboarding and transaction monitoring into a single‑screen experience, removing data siloes and enabling real‑time TM and frequent product updates. As a result, Fenergo eliminated legacy data gaps, drastically improved onboarding efficiency, consolidated financial‑crime efforts, and shortened time‑to‑profitability per customer.