Webinar & Live Demo: Fenergo Client Lifecycle Management for SalesforceⓇ


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Up until now, prospecting and client onboarding were two fundamentally distinct and separate processes, with Relationship Managers often manually trying to ‘manage’ the onboarding process without full visibility.

Fenergo Client Lifecycle Management for Salesforce® transforms this process to provide Relationship Managers with much more control and visibility across the end-to-end client onboarding and lifecycle management process.

Register now for this live webinar and see how Fenergo CLM for Salesforce can deliver greater front to middle office connectivity.

Our expert panel of speakers will explore:
  • The client onboarding process today and the front-to-middle office challenges financial institutions are experiencing
  • The value Fenergo CLM for Salesforce can deliver and how greater connectivity can put the Relationship Manager and Client at the very epicentre of the client onboarding process
  • A live demonstration of Fenergo CLM for Salesforce, showcasing the seamless integration between both platforms to create a truly unified client onboarding experience.


When:

Wednesday 5th of December | 10am EST | 3pm BST 

Moderated by:

Conor Coughlan, Global Head of Marketing, Fenergo

Conor leads Fenergo's global marketing, public relations and business development strategy and teams. He previously worked for Thomson Reuters for 6.5 years leading the marketing for their investment, data and risk businesses. He is also a top 10 #Regtech influencer.


Experts:

Lauren Robbins, Global Head of Institutional Banking & Markets, Salesforce

Lauren leads the Institutional Banking & Markets business unit for Salesforce Industries, building industry-relevant solutions, the partner ecosystem strategy & engaging with Salesforce's key investment banking customers. Lauren was previously the head of Strategy and Operations for Salesforce's Financial Services organization. She previously worked in Deutsche Bank's Investment Banking and Debt Capital Markets businesses.

Greg Watson, Global Head of Sales, Fenergo

Greg leads Fenergo's global sales team. He previously worked in HSBC as Managing Director & Global Head of the Client Management Group for the Global Banking & Markets division, responsible for building out a client-facing organization to manage client onboarding and due diligence across 30+ countries. 

James Monaghan, Head of Client Solutions, Americas, Fenergo

With a keen interest in financial and regulatory technology, James joined Fenergo in 2013 having spent several years on the client-side as Relationship Manager. As Head of Client Solutions, James is responsible for managing client acquisitions and building strong, long-term relationships with clients. James holds a Bachelor of Science degree in Software Engineering from Dublin City University.