Faster starts, stronger safeguards: Grant Thornton upgrades client onboarding with Fenergo
With Fenergo’s AI-powered Client Lifecycle Management platform, Grant Thornton is stripping friction out of onboarding, without loosening its grip on risk or compliance.
Grant Thornton UK today announces a new partnership with Fenergo, a leading provider of AI-powered client lifecycle management (CLM), know your customer (KYC) and anti-money laundering (AML) solutions, to make it faster and easier for clients to get started working with the firm, without compromising on risk or compliance.
By adopting Fenergo’s AI-powered platform, Grant Thornton is bringing client onboarding, due diligence and compliance into a single, streamlined experience. The change replaces current processes with an approach that speeds up the start of new engagements and maintains strong regulatory controls.
The new platform will cut out unnecessary steps and manual hand-offs, giving clients a smoother, more predictable onboarding journey. At the same time, it will further strengthen how the firm manages risk by bringing KYC checks, due diligence and engagement acceptance together in one place.
Fiona Baldwin, Chief Operating Officer at Grant Thornton UK, said: “Getting started with an adviser should be straightforward – not slow or complicated. This new platform is the first key stage of helping us remove friction from onboarding while keeping our standards high. It means clients and Grant Thornton teams can start work with confidence, knowing that strong risk management and regulatory controls are built in from the outset.”
Ruth Ormsby, Managing Director, EMEA at Fenergo, added: “We are proud to partner with Grant Thornton as they reimagine their operating model for client onboarding, due diligence and service-line risk. 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.”