Combining the strengths of the world’s No. 1 Client Relationship Management solution with the advanced capabilities of the No. 1 Client Lifecycle Management solution.
With Fenergo CLM for Salesforce, you can:
Digitalizing and Automating KYC Compliance.
With Fenergo KYC, you can:
An AI-driven, SaaS solution that enables firms to automate the document management process, increasing operational efficiencies and reducing operating costs..
With Fenergo IDP, you can:
Chief Customer Officer
Managing Director, Global Strategic Accounts
Managing Director, Asset Management & Insurance, Americas
Managing Director, EMEA
Regional Sales Director, EMEA
Director of Sales, EMEA
Managing Director, Mid-Market, Americas
VP, Alliances and Partnerships, NAM
BROCHURE
Fenergo CLM for Salesforce digitalizes the client lifecycle management process, digitally connecting every client journey. Combining the strengths of the world’s No. 1 Client Relationship Management solution with the advanced capabilities of the No. 1 Client Lifecycle Management solution, it enables financial institutions to transform their client experience, achieve greater operational efficiencies and unlock revenue potential.
BROCHURE
The process of transferring information from documents to systems continues to require manual input and review, resulting in inefficient processes, increased operational costs and slower customer service. Fenergo Intelligent Document Processing (IDP) is an artificial intelligence(AI)-driven, document management solution that enables firms to quickly and easily upload, analyze and manage complex document requirements.
OUR SOFTWARE SOLUTIONS
Fenergo is a market leading provider of digital transformation, regulatory compliance and client lifecycle management (CLM) software solutions for financial institutions. Find out more about how we help some of the top financial institutions in the world achieve breakthrough business results.