About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Aztec Group Adds Fenergo CLM to Technology Stack on Route to Digital Transformation

Subscribe to our newsletter

Aztec Group, a specialist in alternative asset classes, has selected Fenergo’s cloud-native Software-as-a-Service (SaaS) client lifecycle management (CLM) to digitalise client and investor journeys. The solution will replace legacy systems and existing processes for client onboarding and compliance, enabling Aztec Group to onboard investors faster while improving the user, client and investor experience.

The company will use Fenergo’s AWS-powered multi-tenant SaaS CLM solution across its offices in the Channel Islands, Europe and the US to digitalise and streamline onboarding and due diligence processes for anti-money laundering (AML), KYC and regulatory compliance.

The solution will be rolled out in a phased programme building up to full functionality over the course of 2022.

Charlotte Light, chief technology officer at Aztec Group, says: “Aztec Group is pursuing an ambitious strategy in which technology plays a key role both operationally and for our clients. We’re looking forward to working with Fenergo. We saw an opportunity to overhaul our onboarding, due diligence and lifecycle management processes, using technology to shoulder the burden of administration and remove some of the effort needed from both our teams and our clients. As a result, we’re able to provide a much smoother onboarding experience and spend more time on value-adding interactions, rather than administrative tasks. ”

Fenergo’s SaaS CLM is a fully managed, multi-tenant, API-first platform that Aztec Group will use to digitalise the lifecycle process from onboarding to offboarding, while giving clients and investors self-service capability to upload data and documentation themselves through an easy-to-use portal.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Proactive RegTech approaches to fighting financial crime

Financial crime is a global problem that costs the economy trillions of dollars a year, despite best efforts by financial services firms, regulators, and governments to stem the flow. As criminals become more sophisticated in how they commit financial crime, so too must capital markets participants working to challenge criminality and secure the global financial...

BLOG

Corlytics Clausematch Teams with Braithwate for MiCA Compliance

Corlytics Clausematch has partnered with Braithwate, a regulatory consultancy focused on digital assets, to address the growing need for automated, transparent, and efficient regulatory compliance procedures among firms active in cryptocurrency markets. The alliance follows ESMA’s recent release of the second consultation package for the EU’s upcoming Markets in Crypto Assets (MiCA) regulation. The partners...

EVENT

Data Management Summit London

Now in its 14th year, the Data Management Summit (DMS) in London brings together the European capital markets enterprise data management community, to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Regulatory Data Handbook 2023 – Eleventh Edition

Welcome to the eleventh edition of A-Team Group’s Regulatory Data Handbook, a popular publication that covers new regulations in capital markets, tracks regulatory change, and provides advice on the data, data management and implementation requirements of more than 30 regulations across UK, European, US and Asia-Pacific capital markets. This edition of the handbook includes new...