Fenergo KYC & Client Lifecycle Management for Salesforce

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.