image description

Fenergo Client Lifecycle Management for Salesforce

Manual post section

Fenergo Client Lifecycle Management for Salesforce

Fenergo, the World's #1 Client Lifecycle Management Software has joined forces with World’s #1 CRM, Salesforce, to transform the client onboarding process for financial institutions.

 

Both Fenergo & Salesforce are committed to empowering financial institutions to radically transform the client onboarding and client lifecycle management experience through greater front-to-middle office connectivity.

 

Rohit Mahna, SVP & GM, Financial Services at Salesforce highlights the standout features to be expected and how an excellent experience is provided through Fenergo's rules-driven approach.

 

Benefits include:

• Empowering front-to-middle office connectivity for consistent client onboarding experience

• Delivering a 360º client view for accurate client risk rating & revenue generation

• Expediting client onboarding effectively & efficiently, thereby improving time-to-revenue

 

Learn more about the Fenergo Client Lifecycle Managemet for Salesforce here

or

Request a demonstration here

 

Download

Please complete the form below to download this video.

previous video

Simplify and Automate KYC with Fenergo

next video

The Drive Towards Regulatory Rules Engine for Compliance
TOP