Salesforce

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 client onboarding and product onboarding directly from their Salesforce screen.

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.

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.

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.

By integrating Fenergo and Salesforce's market-leading solutions, we help organizations achieve a cohesive digital onboarding experience by increasing transparency through the power of verified data, automating compliance activities and unlocking revenue potential. Fenergo CLM for Salesforce®  is available on the Salesforce App Exchange and through the AWS Marketplace.