Fenergo CLM for Salesforce®

Fenergo CLM for Salesforce delivers a truly frictionless and digital client journey from prospecting to onboarding and lifecycle processes. The solution puts Relationship Managers in the driving seat of a new banking relationship, empowering them to search for existing entities and initiate and track new clients and product onboarding directly from their Salesforce screen.

Fenergo CLM for Salesforce digitally connects every stakeholder in the sales, client onboarding and KYC process. As the client onboarding journey progresses in Fenergo, the Relationship Manager has real-time visibility over the end-to-end process directly from Salesforce and can receive automatic updates via chatter notifications.

Fenergo CLM for Salesforce enables financial institutions to digitally acquire, store and share client information, not only just between Salesforce and Fenergo, but also across multiple business lines and jurisdictions (data laws permitting). Fenergo integrates with a host of external data providers and internal data repositories, acting as a centralized repository of data and documentation, providing a 360° single client view, reducing siloes and enabling informed business decisioning.

The Relationship Manager can perform client outreach directly, easily and efficiently uploading client documentation. The solution delivers a best-in-class digital client outreach experience leveraging digital ID&V and e-Signature capabilities. Beneficial owners and authorized signers can also be added to the client outreach process for seamless digital verification and expedited onboarding.

The integration brings several key benefits, including enhanced data accuracy and consistency, as client information is synchronized across both platforms. It streamlines workflows, reducing manual data entry and potential errors. Sales and ops teams get a more complete view of the client journey, improving decision-making and client engagement. Additionally, the combined analytics and reporting capabilities of both systems lead to better insights and more informed business strategies.

With a strong focus on data security and compliance, Fenergo CLM for Salesforce adheres to industry-standard security protocols and data encryption to ensure data safety. Both systems are compliant with regulations like GDPR and CCPA, ensuring that customer data is handled appropriately. Regular security updates and audits are part of the integration's maintenance to guarantee ongoing compliance with evolving data protection laws.

Yes, the solution allows for seamless migration of existing client data into Salesforce and Fenergo. The process is designed to ensure data integrity and maintain the structure and relationships of data points. Advanced mapping tools are used to align Fenergo data fields with Salesforce fields, ensuring a smooth transition with minimal disruption to business operations.

Fenergo CLM for Salesforce significantly enhances client onboarding and relationship management. The automated workflows streamline the onboarding process, reducing time and effort. The unified view of client data in Salesforce enables better tracking of client interactions and history, providing a more personalized and efficient service. It also allows for proactive management of client relationships, as sales and service teams can easily identify opportunities and risks based on comprehensive client data.