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Fenergo CLM for Salesforce

By Fenergo

Fenergo CLM for Salesforce

No Ratings
Paid Add-On Required  

Payment required for external services or products

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!

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
To adopt Fenergo KYC & Onboarding for Salesforce, customers will need: • Fenergo SaaS • The client’s Salesforce instance will need to be Lightning enabled Please contact us directly for further information

App Details

Version
fenx/ver 1.118 1.118.0
Listed On
01/23/2024
Latest Release
06/24/2024
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 18
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 7
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.71.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/20/2021

Additional Details

• 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

Need help?

Fenergo

Dublin, Ireland

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