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: ESG: A Growth Opportunity and a Regulatory Challenge

ESG investing, regulation and compliance are central concerns for financial institutions, although not all jurisdictions are equal. In the US, ESG has become a partisan issue making SEC regulation uncertain; the EU is on good form and has already implemented multiple regulations; and Asia Pacific is advancing as regulators and exchanges deploy ESG rules. Greenwashing...

BLOG

DORA – A Step in the Right Direction but it’s not a Home Run

By Monica Oravcova, Co-Founder & Chief Operating Officer, Naoris Protocol. Cryptocurrency and digital assets such as NFT’s will most definitely be strong contenders for the defining innovation of this decade. Social platforms and connected media have facilitated an exponential growth in the speed at which new technology and ideas are adopted. Growing in tandem with...

EVENT

A-Team Briefing: Cloud Innovation for Data Ops

This Innovation Briefing will explore approaches to data infrastructure transformation, technologies required and how to make sure processes are optimised to support real time data management. Hear from leading practitioners and innovative technology solution providers who will share insight into how to set up and leverage your data infrastructure to provide user access to consistent data and analytics, and companies the ability to monetise their data.

GUIDE

ESG Handbook 2023

The ESG Handbook 2023 edition is the essential guide to everything you need to know about ESG and how to manage requirements if you work in financial data and technology. Download your free copy to understand: What ESG Covers: The scope and definition of ESG Regulations: The evolution of global regulations, especially in the UK...