Achieve True Front-to-Back Office Transformation

Fenergo Client Lifecycle Management for Salesforce connects your front and back office operations with a fully automated, end-to-end client journey management solution that delivers centralized onboarding and accelerated time to revenue.

Powered by Fenergo’s API-Connect functionality, the fully integrated CRM-CLM solution fully digitalizes the entire lifecycle by orchestrating every client journey across multiple channels and front-to-back office systems with straight through processing, integrated client outreach and real-time case visibility. The solution is powered by Fenergo’s Intelligent Regulatory Rules Engine to deliver out-of-the-box regulatory rules directly into Salesforce for streamlined KYC compliance processes.

Fenergo CLM for Salesforce delivers:

Centralized Omni-Channel Onboarding

Unite the power of CRM with CLM for faster onboarding, real-time case visibility and a complete 360 customer view.

Out-of-the-Box Regulatory Rules

Empower your Front Office team with a streamlined and systematic approach to client due diligence built directly into their Salesforce experience.

Leading API Integrations

Deliver a best-in-class client experience with digital ID&V and eSignature services and greater regulatory surety with screening and transaction monitoring integration.

Fast Scalable Deployment

Easily extend your Salesforce CRM capability with a fully managed package via the Salesforce AppExchange.

Book a Demo

Discover how Fenergo solutions can simplify complex client onboarding.

Fenergo enables us to centralize many of our KYC operations and systems that go with it to support our processes. It’s one of the pillars in our design.
Erik Van Gelein Vitringa
ABN Amro

Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions.