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

A-Team Insight Briefs

Grant Thornton UK Modernises Client Onboarding with Fenergo CLM

Subscribe to our newsletter

Grant Thornton UK is moving to modernise its client onboarding and due diligence processes through the deployment of Fenergo’s client lifecycle management (CLM) platform. The initiative reflects a broader shift among professional services firms toward centralised onboarding architectures that bring know-your-customer (KYC), due diligence and engagement acceptance into a unified workflow.

The new platform is intended to streamline how Grant Thornton performs client checks and manages regulatory obligations at the outset of an engagement. By consolidating previously fragmented processes into a single system, the firm expects to reduce manual effort associated with onboarding while improving the consistency of risk and compliance assessments.

In practical terms, the change replaces labour-intensive onboarding steps with a structured digital workflow that integrates KYC, client due diligence and engagement approval. The goal is to reduce the operational overhead associated with onboarding new clients while enabling teams to focus more on advisory and client-facing work.

“Efficiency, quality and compliance are fundamental to delivering exceptional service to our clients. Fenergo’s unified platform will help us optimise the onboarding experience, reducing time and supporting regulatory readiness across our business; all underpinned by the company’s proven track record and deep expertise in this space,” said Fiona Baldwin, Chief Operating Officer, Grant Thornton UK.

Grant Thornton’s adoption also reflects a wider trend in which large professional services and financial institutions are investing in technology platforms to standardise onboarding and compliance processes. In this context, client lifecycle management systems increasingly act as operational control points – linking regulatory checks, documentation and approval workflows into a single operational layer.

“We are proud to partner with Grant Thornton UK as they reimagine their operating model for client onboarding, due diligence and engagement acceptance. Our mission is to empower users to focus on their most critical business priorities, gaining a competitive advantage through efficiency and personalised client experience. By leveraging AI, we aim to streamline workflows, remove waste and drive impactful outcomes. Grant Thornton’s adoption underscores our strategic growth in the professional services sector and the strength of our AI-powered CLM platform,” said Ruth Ormsby, Managing Director, EMEA, Fenergo.

The deployment highlights how onboarding technology—once primarily associated with banking KYC – has become increasingly relevant to professional services firms facing similar regulatory scrutiny around client due diligence, risk assessment and engagement governance.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Client and Entity Data for Client Onboarding

With enticing figures such as annual savings of $5-$20 million per firm being widely quoted, should we be looking at a collaborative approach to harmonising data management for entity and client data for client onboarding and KYC processes? How would it work, what are the obstacles and how can we address them, and how will...

BLOG

A-Team Group Announces Winners of the 2025 RegTech Insight Awards (USA)

A-Team Group is delighted to announce the winners of the 2025 RegTech Insight Awards USA, recognising the leading providers of RegTech solutions, and consultancy services for capital markets across North America. Spanning more than 30 categories, the 2025 awards programme recognised excellence across a wide range of regulatory compliance solutions and services. A-Team Group also presented...

EVENT

Eagle Alpha Alternative Data Conference, Fall, New York, hosted by A-Team Group

Now in its 8th year, the Eagle Alpha Alternative Data Conference managed by A-Team Group, is the premier content forum and networking event for investment firms and hedge funds.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...