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

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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.

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