Connected Digital Client Journeys for Front to-Back Office Transformation

Fenergo KYC & Onboarding for Salesforce transforms your front-to-back office operations with a fully automated, end-to-end client journey management solution.

By connecting the power of CRM with RegTech, every client lifecycle journey is digitally orchestrated across multiple systems, channels and lifecycle events, with optimized straight-through processing and real-time case visibility, powered by a single 360-degree client view.

Driven by Fenergo’s Intelligent Regulatory Rules Engine, front office teams gain a streamlined and systematic approach to client due diligence, with out-of-the-box regulatory rules built directly into their Salesforce experience.