The Fenergo CLM for Salesforce app
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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
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