Fenergo CLM for Salesforce

• Single End-to-End Know Your Customer and Client Onboarding Experience: Streamline all customer onboarding and KYC compliance tasks in Salesforce with real-time visibility across front-to-back office operations
• Intelligent Regulatory Rules Engine: Accurately determines all the specific data and document requirements based on client type, product/service type and regulatory jurisdiction
• Customer Data Master: Delivers one consolidated and accurate set of customer data for re-use across multiple business lines and jurisdictions
• Integrated Digital Outreach: Provides digital outreach and unified verification to customers, authorised signers and beneficial owners by integrating to customer portals (including Salesforce Experience Cloud), ID&V and eSignature services
• Lifecycle Compliance by Design: Automates maintenance and KYC reviews based on trigger events, including external data and screening alerts, as well as client notified changes.

Join a global community of 80 financial institutions who trust Fenergo’s industry-leading Customer Lifecycle Management and Regulatory Intelligence solutions