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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