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Client Lifecycle Management

Fenergo CLM for Salesforce®

Combining the strengths of the world’s No. 1 Client Relationship Management solution with the advanced capabilities of the No. 1 Client Lifecycle Management solution.

Fenergo

Unlock the Power of Fenergo’s CLM for Salesforce

Fenergo CLM for Salesforce revolutionizes client engagement, delivering a truly frictionless client journey from prospecting to onboarding.

1

Transform Client Experience

Digitally transform the client experience through rapid onboarding with fewer touchpoints. A reduction in system hand-offs means teams are more organized around completing high-value work.

2

Unlock Revenue Potential

With a centralized CRM and CLM solution, you can successfully identify cross-sell and up-sell opportunities and attract new business with a greater competitive advantage.

3

Achieve Greater Operational Efficiencies

Transform operations by reducing offline, fragmented or duplicated outreach and unifying client data into a central repository.

4

Reduce Costs

Fenergo SaaS reduces the costs of managing and maintaining your technology infrastructure and “cost to change” budget, reducing application, support and configuration costs.

Fenergo

Centralize Prospecting & Onboarding with Fenergo

Fenergo CLM for Salesforce transforms the client onboarding and client lifecycle management process. The solution combines the strengths of the world’s No. 1 Client Relationship Management solution with the advanced capabilities of the No. 1 Client Lifecycle Management solution. It digitalizes the entire lifecycle process, becoming the steel thread that digitally connects every client journey.

Key Features

The following modules come as standard in Fenergo CLM

Digital End-to-End Orchestration

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.

Real-Time Visibility

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.

Centralized Entity Data & Document Management

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.

Seamless Client Outreach

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.

FAQS

Add More Firepower to Fenergo CLM With These Add-on Modules

What are the benefits of integrating KYC and Onboarding with Salesforce?

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.

How does the integration between CLM and Salesforce impact data security and compliance?

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.

Can existing client data be migrated seamlessly into Salesforce through this integration?

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.

How does this integration improve client onboarding and ongoing relationship management?

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.

Case studies

Client Success Stories

Read About How Some of the Leading Banks in the World Have Transformed Their Client Lifecycle Processes.

Bank ABC: A Fenergo SaaS CLM Case Study

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Fenergo

BNP Paribas S.A Celent Model Bank Winner for One KYC

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Fenergo

Mizuho Americas: Digitalizing Client Onboarding

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Fenergo

What Our Clients Say

"Our mission is to enable the business and growth aspirations of clients across the globe through effortless, seamless and easily accessible banking services and solutions. Fenergo’s cloud-native CLM solution, which fast-tracks and automates the client onboarding process, helps fulfil our objective and align banking with evolving client expectations and preferences in this fast paced, increasingly touchless world."

Mr. Sael Al Waary, Deputy Group Chief Executive Officer
Bank ABC

"Fenergo provides an excellent Client Lifecycle Management solution that has been customized to fit our requirement and model, and integrated with different systems, data providers and public services."

Latifa AlMutawa
Project Manager, BENEFIT Company

“Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe”.

Emma Rey Gállego
Head of Customer Experience Onboarding, BBVA

More SaaS Solutions

Check Out Fenergo’s Suite of SaaS Solutions

Know Your Customer (KYC)

ESG Compliance

Client Onboarding

Transaction Monitoring

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See how Fenergo Client Lifecycle Management solutions can transform your client onboarding and compliance operations.