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.
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