Case Study: Vistra achieves faster, more controlled client onboarding with Fenergo

Vistra scales CLM across 45 markets with Fenergo

Vistra, a leading global corporate and fund services provider, faced the challenge of unifying its client onboarding and compliance processes across 45+ markets while maintaining local flexibility and meeting complex regulatory obligations. To address this, Vistra selected Fenergo's SaaS Client Lifecycle Management (CLM) platform as its strategic technology foundation for a global transformation.

By implementing Fenergo's solution, Vistra is achieving standardization across jurisdictions to reduce onboarding times and improve accuracy. The partnership focuses on delivering faster onboarding, better regulatory control, and improved client transparency. Fenergo's SaaS-first delivery enabled a faster deployment, and the collaboration is reshaping how Vistra's internal teams operate and how clients experience onboarding.

Vistra