KYC & Onboarding for Salesforce
Fenergo CLM for Salesforce provides a single client view by digitally connecting client onboarding journeys from front office client relationship management (CRM) systems with middle office CLM.
With this, financial firms can:
- Fully digital, end-to-end onboarding & orchestration
- Out-of-the-box KYC and regulatory rules
- Entity data & document management