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Client Lifecycle Management for SalesforceⓇ

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Client Lifecycle Management for SalesforceⓇ

Fenergo, the World’s No.1 CLM provider, has joined forces with Salesforce, the World’s No.1 CRM platform, to transform the client onboarding process for financial institutions.

This fully integrated solution puts Relationship Managers firmly in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

In this way, the Fenergo Client Lifecycle Management (CLM) for Salesforce® enables true front-to-middle office transformation that delivers an excellent onboarding experience – first time, every time.

Fenergo CLM for Salesforce®:

  • Seamlessly connects with Salesforce
  • Promotes the management of a single, consolidated and accurate set of client data
  • Fully integrates the user experience for Relationship Managers (RMs)
  • Empowers Relationship Managers to drive key KYC processes (including client outreach and data/documentation collection).

 

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