Fenergo CLM for Salesforce
Combining the strengths of the world’s No. 1 Client Relationship Management solution with the advanced capabilities of the No. 1 Client Lifecycle Management solution, Fenergo CLM for Salesforce digitalizes the entire client lifecycle process – from prospecting to client onboarding to ongoing KYC reviews.
This enterprise-wide, API-first solution delivers:
- Digital end-to-end orchestration
- Centralized entity data & document management
- Seamless client outreach
- Real-time visibility