Fenergo Document Agent

The Fenergo Document Agent is an AI-powered, SaaS-native solution that transforms how financial institutions process, validate, and manage client documentation across onboarding, KYC, and compliance workflows. Traditional document handling is slow, manual, and prone to human error, especially when dealing with multi-document uploads, unstructured formats, or repeated requests for missing information. The Document Agent resolves these challenges by automating document splitting, classification, data extraction, related-party ingestion, requirement mapping, and task completion, enabling faster, more accurate document handling at scale. 

The solution identifies and separates multiple documents within a single file, classifies each document based on content, and links it directly to the correct requirement. It extracts regulatory, entity-specific, and product-specific data, maps relationships found in trust and corporate structures, flags conflicting values, and offers intuitive controls for users to adjust or override extracted information. Supporting multilingual inputs and files up to 150 pages, the system requires no model training or template creation. A no-code configuration layer allows institutions to define custom rules and validation logic effortlessly. Real-time dashboards provide visibility into document throughput, extracted fields, and autocompletion rates to support continuous operational optimization. 

The Document Agent delivers value across four strategic pillars. Transformed Client Experience is realized by eliminating repeated document requests, speeding up onboarding and refresh cycles, and dramatically improving data completeness and accuracy. Increased Operational Efficiency comes from automating high-volume document processing, reducing analyst workload, removing manual re-entry, and enabling straight-through processing for well-structured cases. Reduced Cost is achieved by lowering FTE spend, minimizing rework, and maximizing the return on existing CLM investments. Improved Risk and Compliance is delivered through consistent document-to-data alignment, complete audit trails, and adherence to global documentation standards, strengthening regulatory defensibility. 

Beyond its core capabilities, the Document Agent also improves enterprise-wide data integrity by ensuring that every extracted value is structured, validated, and synchronized across systems. Its ability to harmonize document and entity information reduces downstream breaks across onboarding, credit, tax, and compliance processes. The generative AI engine continually enhances accuracy by learning from real-world document patterns, while maintaining full human oversight. By centralizing document intelligence, institutions gain a scalable architecture for continuous compliance, accelerated client growth, and a future-ready operating model capable of supporting global expansion without proportional cost increases. 

For more information, access the attached whitepaper available for download.