Ocorian, specialist global provider of fund administration, capital markets, corporate, fiduciary and regulatory services, has partnered with Fenergo to further digitise and simplify client due diligence and regulatory compliance processes across its global operations.

The partnership with Fenergo will see Ocorian implement the firm’s AI-powered client lifecycle management (CLM) solution, supporting both onboarding and ongoing due diligence activities. 

Fenergo’s platform will automate risk assessments and data classification, help ensure consistent compliance with regulatory changes and provide real-time visibility across jurisdictions. Clients will also benefit from a secure digital portal offering streamlined document sharing, transparency over onboarding progress, and a more efficient overall experience.

Stuart Geddes, Chief Information Officer at Ocorian, 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.”

The collaboration marks another milestone in Ocorian’s ongoing digital transformation journey and follows a string of recent technology partnerships, including Canoe Intelligence, Asset Metrix, Goji, Landytech, Next Matter, Treety and Yooz. Each partnership has been carefully selected to enhance how data is gathered, shared and acted on — improving service delivery while driving resilience, accuracy and scale for Ocorian’s clients.

“Through our collaboration with Fenergo, we’re further strengthening the digital resilience of our business,” added Geddes. “It’s another important step in our journey to create more intelligent workflows and future-proof our compliance framework in service of our clients.”

“We are delighted to welcome Ocorian as a valued customer,” said Ruth Ormsby, Managing Director EMEA at Fenergo. “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.”

This collaboration marks a significant milestone for Fenergo as it continues expanding its footprint in the global fund administration and asset servicing sectors.