Ocorian has entered into a partnership with Fenergo, a leading provider of AI-powered CLM solutions.
The partnership aims to support Ocorian’s ongoing digital transformation strategy by automating and simplifying client due diligence and regulatory compliance workflows across its international operations. By leveraging Fenergo’s intelligent CLM platform, Ocorian plans to improve operational efficiency, reduce compliance risks, and deliver an enhanced experience for clients.
Ocorian specialises in delivering a wide range of professional services, including fund administration and fiduciary services, to clients globally. The firm has a growing footprint and continues to invest in digital tools to improve service delivery. Fenergo, meanwhile, is known for its AI-powered CLM technology that enables financial institutions to digitise onboarding, ensure regulatory compliance, and manage client data across jurisdictions.
Through the integration of Fenergo’s platform, Ocorian will benefit from automated risk assessments, streamlined data classification and real-time regulatory oversight. A secure client portal will allow for seamless document sharing and improved transparency around onboarding progress, enhancing the client experience.
This collaboration builds on a series of recent technology-focused partnerships for Ocorian, including alliances with Canoe Intelligence, Asset Metrix, Goji, Landytech, Next Matter, Treety and Yooz. These partnerships are part of a broader effort to enhance the way data is captured and managed, strengthening resilience and scalability across Ocorian’s service offering.
Ocorian chief information officer Stuart Geddes said, “As regulatory complexity grows, it’s essential we continue to invest in digital solutions that support seamless, secure and compliant experiences for our clients.”
“Fenergo’s combination of smart automation and deep regulatory content is a powerful fit as we continue to reduce risk, free up our team’s capacity and focus on delivering high-quality outcomes for our clients worldwide.”
Geddes added, “Through our collaboration with Fenergo, we’re further strengthening the digital resilience of our business. It’s another important step in our journey to create more intelligent workflows and future-proof our compliance framework in service of our clients.”
Fenergo managing director EMEA Ruth Ormsby said, “We are delighted to welcome Ocorian as a valued customer. Our objective is to provide intuitive solutions that not only remove complexity around meeting global regulatory requirements but also transform the client onboarding experience and drive operational efficiencies. With this partnership, Ocorian can achieve greater data accuracy from the outset, empowering it to maximise opportunities that unlock value for its clients.”
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