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Fenergo KYC & Client Lifecycle Management for Salesforce
Fenergo KYC & Client Lifecycle Management for Salesforce®
€31.25 EUR/user/month
- Business Need
- Finance
- Requires
- None
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!
Highlights
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
Provider Details
Fenergo
Dublin, Ireland
Established in 2009, Fenergo is the No. 1 provider of Know Your Customer (KYC) and Client Lifecycle Management (CLM) software solutions for financial institutions. Its award-winning CLM suite helps institutions to efficiently manage the end-to-end client onboarding and entity data management processes. Its rules-driven solution ensures compliance with multiple regulatory frameworks and supports the collection, centralization and sharing of client and counterparty data and documentation across the institution. By expediting compliance and improving operational efficiencies, Fenergo’s solutions can deliver: • 82% faster client onboarding experience • Significantly enhanced client experience • Radically improved time to revenue • The ability to re-use 75% of existing client data, saving valuable outreach efforts • 45% improvements on client outreach efficiencies • 37% time savings on KYC reviews and refreshes • Compliance with all global and local regulations spanning AML/KYC, tax (CRS, FATCA, 871M), OTC derivative rules (MiFID II, Margin Requirements, Dodd-Frank, EMIR, APAC and Canadian Deriv rules) and data privacy (GDPR) etc.
Pricing Details
Please contact us for more info
Default Plan
€31.25 EUR/user/month