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Client Lifecycle Management for SalesforceⓇ

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Client Lifecycle Management for SalesforceⓇ

Fenergo, a leading provider of Client Lifecycle Management (CLM) solutions for financial institutions announced the creation of a Fenergo-powered application on Salesforce AppExchange.

The app, called Client Lifecycle Management: Front to Middle Office Transformation, will allow those financial firms deploying Salesforce to streamline their client onboarding and lifecycle management processes.

The application will allow end-users to configure Salesforce with Fenergo’s industry standard set of mandatory and optional fields for regulatory compliance processes, including KYC, CDD and AML.

Built on the Salesforce Platform, the Fenergo CLM app is currently available on Salesforce AppExchange. 

 

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