Grant Thornton UK has selected Fenergo’s AI-driven client life cycle management (CLM) platform to support its onboarding, due diligence and compliance processes.
Fenergo’s CLM tools will help Grant Thornton UK to perform comprehensive checks on new clients, apply risk standards in a consistent way and address regulatory obligations at the start of each engagement.
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The use of the platform is expected to shorten onboarding times by digitising and automating key parts of the process.
Grant Thornton UK chief operating officer Fiona Baldwin said: “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.”
By consolidating know your customer (KYC) processes, client due diligence and engagement acceptance into one workflow, the system is designed to cut manual work. This allows staff to focus on more complex matters and accelerate client onboarding.
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By GlobalDataFenergo EMEA managing director Ruth Ormsby said: “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.”
In January, Grant Thornton UK said that it plans to invest £500m ($667.12m) over several years to reshape how its audit, tax and advisory practice operates and delivers services.
The phased spending will enable the rollout of new digital tools and platforms “within weeks and months rather than years”.
