DUBLIN, Jan. 27, 2021 /PRNewswire/ — Fenergo today announced it has launched Fenergo KYC & Onboarding for Salesforce on Salesforce AppExchange, providing customers with new ways to deliver automated straight through client journeys while satisfying Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory requirements. The app connects Fenergo's client lifecycle management (CLM) and regulatory intelligence with Salesforce's client relationship management (CRM), allowing financial institutions (FIs) to improve customer experience and accelerate onboarding through front-to-back office integration.
Built on the Salesforce Platform, Fenergo CLM for Salesforce is currently available on AppExchange here.
Fenergo KYC & Onboarding for Salesforce
With Fenergo KYC & Onboarding for Salesforce, FIs can achieve a 360-degree client view via configurable workflows between front, middle and back office systems and understand the status of AML and KYC compliance processes in real time. All client lifecycle events including onboarding, maintenance, compliance reviews and offboarding can be completed within the Salesforce user interface (UI). This front to back connectivity empowers customer-facing employees to quickly onboard and verify customers digitally while delivering an enhanced client experience and accelerating time to revenue. The ability for relationship managers to complete CLM tasks in Salesforce also allows financial institutions to continue to safely onboard and verify clients remotely throughout the pandemic.