Energy and commodity trading firms face many similar challenges to that of financial institutions when it comes to onboarding and know your counterparty (KYC) processes. Firms from both industries ultimately suffer the consequences of providing poor counterparty experience (CX). From the moment that firms engage with counterparties the process needs to be smooth, seamless and - in today’s world - digital.

A poor experience sours relationships, erodes trust, and can ultimately cause you to lose out on business. Great CX can create long-lasting relationships that result in repeat business and advocacy from your counterparties.

This all starts with building the counterparty relationship at onboarding and continues throughout the relationship. Digital technologies that enable and streamline these processes are vital. Customer Relationship Management (CRM) and Counterparty Lifecycle Management (CLM) software that work together to share data and profiles are the key to achieving an exceptional experience.

Salesforce is the market leader for CRM and Fenergo is the category leader for CLM, as recognized by Chartis. Together we provide CX that your customers and counterparties love.

Register for the upcoming webinar and hear from our expert panel on:

• Delivering operational efficiencies that make a difference
• Real solutions to CX problems that reduce repeated outreach
• How the front, middle, and back office come together using CRM and CLM