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True Compliance by Design

Regulatory surety driven by active client community of 70+ financial institutions, evolving regulatory roadmap and global Regulatory Rules Engine

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Book a Demo

Deliver Efficient End-to-End Customer Onboarding with the world's #1 CRM and the #1 RegTech


Fenergo KYC & Onboarding for Salesforce enables financial institutions to deliver fast, fully compliant customer onboarding within Salesforce, powered by Fenergo's intelligent Regulatory & Business Rules Engine. Customer-facing teams can easily complete account set-up and confidently navigate customer due diligence and KYC compliance tasks in Salesforce with optimized straight through processing.



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Extend the power of your Salesforce CRM

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With Fenergo KYC & Onboarding for Salesforce, we help you deliver a seamless customer experience by:

  • Streamlining customer onboarding: with a single end-to-end solution for all onboarding and lifecycle management tasks in Salesforce
  • Achieving regulatory surety: by accurately determining and capturing all regulatory data and document requirements
  • Offering a 360° customer view: for clear, golden sourced data all the way through a fully automated process
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First Lastname

TITLE, COMPANY NAME

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First Lastname

TITLE, COMPANY NAME

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First Lastname

TITLE, COMPANY NAME

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First Lastname

TITLE, COMPANY NAME

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CLIENT ONBOARDING

THE FENERGO WAY

Discover how financial institutions can onboard clients quicker and more efficiently by centralizing client data and documentation and comply with a range of regulatory compliance obligations on a single platform.

WATCH NOW

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Location Details

EVENT TITLE LINE

Location Venue Name

12345 STREET NAME| CITY, REGION

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Save the Date

EVENT TITLE LINE

DATE
JULY 20, 2019

TIME
2:00pm EST

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More Resources You Might Like:

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Digital Configuration Studio

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Digital Configuration Studio

Learn more about Digital Configuration Studio to enhance self-sufficiency thereby enabling banks to make changes to the solution outside of code.

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About Fenergo

Fenergo is a leading provider of Client Lifecycle Management, AML/KYC Compliance and Client Data Management solutions for investment, corporate, commercial and private banks.

ADV SOLUTION

Digital Client Orchestration

Delivering a truly digital customer journey, driven by Fenergo’s industry-leading Regulatory Rules Engine, re-inforced with industry data, accessed from any channel.

DOWNLOAD NOW

WEBINAR

Digital Client Orchestration Webinar

Register now for the webinar and see how Digital Client Orchestration connects front, middle and back office systems, enabling you to deliver the digital experience your customers deserve and want.

REGISTER NOW

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CLIENTS WHO TRUST

OUR SOFTWARE SOLUTIONS

We selected Fenergo’s Client Lifecycle Management software to enable us to manage the CDD / KYC processes from client onboarding to client off-boarding and all the KYC / CDD compliance and lifecycle events (periodic and event-driven reviews) that occur in between. A core part of our business transformation program will involve creating an internal centralized KYC target operating model that will help us to simultaneously improve the client experience and reduce the cost impact of the regulatory KYC activities. Fenergo is the technology platform that will underpin this initiative.

Helène Erftemeijer

Bank-wide responsibility for CDD, client master administration and regulations, ABN AMRO

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