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Fenergo KYC & Client Lifecycle Management for Salesforce
Fenergo KYC & Client Lifecycle Management for Salesforce®
Overview
Deliver Faster, Compliant Customer Onboarding in Salesforce with Fenergo Automate end-to-end onboarding for faster time to revenue with the world's #1 CRM and #1 RegTech, together Get started by speaking to a member of our sales team today!
Empower your front office team to fully manage and monitor the end-to-end KYC and client onboarding process without leaving their Salesforce experience
Accelerate front-to-back office integration and transparency with configurable workflows, enabling true end-to-end visibility and a single 360-degree customer view
Complete all client lifecycle events including onboarding, maintenance, compliance reviews and offboarding within the Salesforce user interface (UI) for greater efficiency
• 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
Categories
- Business Needs
- Finance
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package