Are you in compliance?

Don't miss out! Sign up today for our weekly newsletters and stay abreast of important GRC-related information and news.


Status message

Start your free, no obligation 5-day trial to continue exploring with full access.

Fenergo creates CLM solutions app for Salesforce

GRC Announcements | November 28, 2018

Fenergo, a provider of Client Lifecycle Management (CLM) solutions for financial institutions, announced the creation of an application on Salesforce AppExchange.

The app, called Client Lifecycle Management: Front to Middle Office Transformation, is designed for financial firms deploying Salesforce to streamline their client onboarding and lifecycle management processes. The application will allow end-users to configure Salesforce with Fenergo’s industry-standard set of mandatory and optional fields for regulatory compliance processes, including KYC, CDD, and AML.

The app will allow financial institutions that deploy Salesforce to:

  • Configure Fenergo instances and map to existing objects in Salesforce;
  • Capture mandatory and optional fields for new legal entity creation;
  • Trigger Client Onboarding Cases;
  • Link to existing entity registers;
  • Search for existing Fenergo entities;
  • Drill down into status of cases;
  • ...
    Read this single article for $49, or click the subscribe button below to review subscription options.

Enjoy unlimited access to thousands of articles, browse five years of digital magazines, qualify for reduced admission to events, and more.