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.