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.
