Achieve True Front-to-Back Office Transformation

Fenergo KYC & Onboarding 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-RegTech 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.

KYC & Onboarding for Salesforce® delivers:

Centralized Omni-Channel Onboarding

Unite the power of CRM with RegTech 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.

The ultimate goal of the Fenergo-Salesforce integration is to remove friction for the relationship manager and deliver a seamless customer experience.
Rohit Mahna
Salesforce