Founded in the 1980s, Adepa operates across Luxembourg, Italy, Spain, and Latin America, delivering customized servicing solutions for traditional and alternative asset managers, wealth managers, and corporations worldwide.
“Our mission is to enhance the investor onboarding journey while ensuring full compliance with complex and evolving regulatory requirements,” said Alireza Sahraei, Global Head of Investor Services at Adepa. “By integrating Fenergo’s advanced CLM platform, we’re overcoming challenges such as manual KYC handling, outdated processes, and rising compliance demands.”
Adepa’s Investor Services division was created to boost operational efficiency and deliver exceptional client experiences — a strategy that has fueled strong growth and recognition in global markets. After an extensive evaluation, Adepa selected Fenergo for its automated KYC/AML capabilities, modular platform design, and ability to support outsourced compliance services in the future.
“In today’s increasingly regulated environment, compliance costs are escalating,” Sahraei added. “We needed a partner with deep expertise in multi-jurisdictional compliance, and Fenergo was the clear choice. Its technology will help us maintain service excellence and efficiency as we continue our global expansion.”
The collaboration also reflects Adepa’s commitment to digital transformation through open architecture solutions that replace legacy systems. By adopting Fenergo’s intelligent, automation-driven platform, Adepa is streamlining workflows, reducing risk, and achieving a higher level of service consistency.
Ruth Ormsby, Managing Director, EMEA at Fenergo, commented, “We’re proud to support Adepa’s vision of becoming a global leader in asset servicing. With our CLM and KYC solutions, Adepa can scale faster, operate more efficiently, and offer an enhanced, seamless experience for investors around the world.”
This strategic partnership marks a key step in Adepa’s modernization journey — driving efficiency, scalability, and a superior client experience. The solution is now live in Adepa’s Luxembourg headquarters, with plans to expand into additional regions in the near future.
—————————————————————————————————
About Innovation Streets:
Welcome to InnovationStreets.com! Get the latest insights from the finance and technology industries. Discover industry updates on fintech innovations, regulatory developments, industry insights, events, and collaborations between banks, insurers, and fintechs. A platform for C-level executives to submit thought leadership content for their peers. Subscribe for updates!
