Overview
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 clients and product onboarding directly from their Salesforce screen. Financial Institutions can 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 degrees single client view, reducing siloes and enabling informed business decisioning. For further information please contact Fenergo at info@fenergo.com
Highlights
- Digitally transform the client experience through rapid onboarding with fewer touchpoints. A reduction in system hand-offs and duplication of data means teams are more organized around completing high-value work tailored to client needs.
- Transform operations by reducing offline, fragmented or duplicated outreach and unifying client data into a central repository. Introduce the ability to track, manage and audit the book of work for all teams, releasing resources to focus more on high value-add activities.
- Fenergo CLM for Salesforce reduces the costs of managing and maintaining your technology infrastructure and cost to change budget, reducing application, support and configuration (no-code config) costs.
Details
Features and programs
Financing for AWS Marketplace purchases
Pricing
Dimension | Description | Cost/12 months |
|---|---|---|
Small Deployment (Available through Private Offer Only) | Entry point for non-financial institutions that onboard and manage the end-to-end lifecycle of their clients (combination of Corporate and Individual clients as applicable). | $30,000.00 |
Medium Deployment (Available through Private Offer Only) | Entry point for banks and financial institutions that onboard and manage the end-to-end lifecycle of their clients across a single jurisdiction and/or a single line of business (combination of Corporate and Individual clients as applicable) | $70,000.00 |
Enterprise Deployment (Available through Private Offer Only) | Entry point for banks and financial institutions that onboard and manage the end-to-end lifecycle of their clients across multiple jurisdictions and/or multiple lines of business (combination of Corporate and Individual clients as applicable) | $170,000.00 |
Vendor refund policy
For questions about our refund policy, please contact your Fenergo account representative.
Legal
Vendor terms and conditions
Content disclaimer
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
Fenergo offers different levels of support depending on client requirements and agreements. To contact Fenergo support please reach out to support@fenergo.com
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.