List of Fenergo Client Onboarding Customers
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Since 2010, our global team of researchers has been studying Fenergo Client Onboarding customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fenergo Client Onboarding for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fenergo Client Onboarding for Investor Onboarding include: Northern Trust, a United States based Banking and Financial Services organisation with 23000 employees and revenues of $6.77 billion, Pictet, a Switzerland based Banking and Financial Services organisation with 5000 employees and revenues of $3.41 billion, Aviva Investors, a United Kingdom based Banking and Financial Services organisation with 1000 employees and revenues of $346.0 million, Boerse Stuttgart Digital Germany, a Germany based Banking and Financial Services organisation with 150 employees and revenues of $60.0 million and many others.
Contact us if you need a completed and verified list of companies using Fenergo Client Onboarding, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fenergo Client Onboarding customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aviva Investors | Banking and Financial Services | 1000 | $346M | United Kingdom | Fenergo | Fenergo Client Onboarding | Investor Onboarding | 2020 | n/a |
In 2020, Aviva Investors implemented Fenergo Client Onboarding to digitally transform investor and client onboarding in its finance and process area. The Fenergo Client Onboarding implementation, categorized as Investor Onboarding, centralized multi-jurisdictional KYC data and targeted KYC, CDD and AML workflows to improve the client journey.
Deployment focused on establishing a centralized KYC data model and configurable onboarding workflows within Fenergo Client Onboarding, including automated periodic review scheduling and case management intended to reduce client outreach. Functional capabilities implemented included client onboarding orchestration, KYC data consolidation, customer due diligence workflow automation, and AML screening orchestration consistent with Investor Onboarding platforms. The configuration emphasized workflow automation, audit trail capture, and a single source of truth for customer identity and documentation.
Operational scope covered investor onboarding and AML/KYC processes across multiple jurisdictions within Aviva Investors finance teams, aligning process ownership and review cadence. Governance changes centralized KYC records as the authoritative source for periodic reviews and restructured outreach workflows to minimize manual touches. The program aimed to automate periodic reviews and reduce client outreach, improving onboarding efficiency and compliance across jurisdictions.
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Boerse Stuttgart Digital Germany | Banking and Financial Services | 150 | $60M | Germany | Fenergo | Fenergo Client Onboarding | Investor Onboarding | 2024 | n/a |
In 2024, Boerse Stuttgart Digital partnered with Fenergo in November 2024 to deploy Fenergo Client Onboarding as a core Investor Onboarding capability within its crypto and digital-assets infrastructure. The engagement targets the finance and process area, specifically client and investor onboarding and compliance for banks, brokers and asset managers across Europe, positioning Fenergo Client Onboarding as the central system for client lifecycle management and KYC/AML control.
The implementation configures Fenergo Client Onboarding modules for client lifecycle management and automated KYC and AML workflows, using policy-driven onboarding orchestration and document and identity handling consistent with Investor Onboarding platforms. Configuration work emphasizes onboarding orchestration, rule-based decisioning for compliance gates, and automated remediation paths to standardize investor intake across regulated crypto products.
Integrations are focused on embedding the application into Boerse Stuttgart Digital’s existing crypto and digital-assets infrastructure and downstream onboarding touchpoints for banking and broker partners across Europe. The deployment scope explicitly covers client onboarding and compliance workflows for institutional and intermediary customers, aligning data models and handoffs between trading rails and compliance review stages.
Governance and process restructuring accompany the technical deployment, with the intent to centralize compliance workflows, define role based review and escalation procedures, and operationalize KYC/AML automation across regulated crypto offerings. The program explicitly aims to scale regulated crypto solutions by automating KYC and AML workflows and improving onboarding throughput for banks, brokers and asset managers.
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Northern Trust | Banking and Financial Services | 23000 | $6.8B | United States | Fenergo | Fenergo Client Onboarding | Investor Onboarding | 2022 | n/a |
In 2022 Northern Trust implemented Fenergo Client Onboarding to digitize investor onboarding for private capital funds and to centralize CLM and KYC/AML workflows. The deployment targeted the finance and process area, specifically investor onboarding and AML/KYC across fund servicing operations, and delivered a customer-facing digital investor portal to support onboarding intake and documentation exchange.
Fenergo Client Onboarding was configured to provide contract lifecycle management for investor documentation, investor onboarding workflows, and continuous investor risk assessment capabilities. The implementation emphasized automation of KYC/AML due diligence steps and reduced manual document flows, moving intake, verification, and monitoring into structured CLM-driven processes.
Operational coverage focused on fund servicing operations and associated investor relations teams, with the digital investor portal acting as the primary touchpoint for private capital fund investors. The solution consolidated investor onboarding activity into a single platform, aligning document management, identity verification workflows, and ongoing risk assessment under the Investor Onboarding application.
Governance and workflow restructuring accompanied the technical implementation, instituting CLM-based governance for investor documentation and embedding continuous investor risk assessment into routine servicing operations. Outcomes explicitly included reduced manual document flows and an ongoing investor risk assessment posture, supporting more consistent KYC/AML due diligence across Northern Trust fund servicing operations.
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Banking and Financial Services | 5000 | $3.4B | Switzerland | Fenergo | Fenergo Client Onboarding | Investor Onboarding | 2024 | n/a |
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Buyer Intent: Companies Evaluating Fenergo Client Onboarding
- AdvancedAIS, a Canada based Banking and Financial Services organization with 15 Employees
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