The Fenergo CLM for Salesforce app

Fenergo CLM for Salesforce transforms the client onboarding and client lifecycle management process. The solution combines the strengths of the worlds No. 1 Client Relationship Management solution with the advanced capabilities of the No. 1 Client Lifecycle Management solution. It digitalizes the entire lifecycle process, becoming the steel thread that digitally connects every client journey in the client lifecycle process, from prospecting to client onboarding to ongoing KYC reviews. An enterprise-wide, single client view ensures clean, centralized and accurate data and documents throughout the product and client lifecycle. This enables front, middle and back-office teams access to the same information and records, minimizing and streamlining the client touchpoints and allowing your teams to focus on high value-add activities. Pricing may vary by type & volumes of entities. For further information please contact Fenergo at info@fenergo.com