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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