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 Management for Salesforce here or Request a demonstration here