Sold by: Fenergo
Fenergo CLM for Salesforce transforms the client onboarding and client lifecycle management process. The solution combines the strengths of the worlds No. 1 Client Relationship Management solution with the advanced capabilities of the No. 1 Client Lifecycle Management solution. It digitalizes the entire lifecycle process, becoming the steel thread that digitally connects every client journey in the client lifecycle process, from prospecting to client onboarding to ongoing KYC reviews. An enterprise-wide, single client view ensures clean, centralized and accurate data and documents throughout the product and client lifecycle. This enables front, middle and back-office teams access to the same information and records, minimizing and streamlining the client touchpoints and allowing your teams to focus on high value-add activities. Pricing may vary by type & volumes of entities. For further information please contact Fenergo at info@fenergo.com
5
Overview
Fenergo CLM for Salesforce delivers a truly frictionless and digital client journey from prospecting to onboarding and lifecycle processes. The solution puts Relationship Managers in the driving seat of a new banking relationship, empowering them to search for existing entities and initiate and track new clients and product onboarding directly from their Salesforce screen. Financial Institutions can digitally acquire, store and share client information, not only just between Salesforce and Fenergo, but also across multiple business lines and jurisdictions (data laws permitting). Fenergo integrates with a host of external data providers and internal data repositories, acting as a centralized repository of data and documentation, providing a 360 degrees single client view, reducing siloes and enabling informed business decisioning. For further information please contact Fenergo at info@fenergo.com
Highlights
- Digitally transform the client experience through rapid onboarding with fewer touchpoints. A reduction in system hand-offs and duplication of data means teams are more organized around completing high-value work tailored to client needs.
- Transform operations by reducing offline, fragmented or duplicated outreach and unifying client data into a central repository. Introduce the ability to track, manage and audit the book of work for all teams, releasing resources to focus more on high value-add activities.
- Fenergo CLM for Salesforce reduces the costs of managing and maintaining your technology infrastructure and cost to change budget, reducing application, support and configuration (no-code config) costs.
Details
New
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Small Deployment (Available through Private Offer Only) | Entry point for non-financial institutions that onboard and manage the end-to-end lifecycle of their clients (combination of Corporate and Individual clients as applicable). | $30,000.00 |
Medium Deployment (Available through Private Offer Only) | Entry point for banks and financial institutions that onboard and manage the end-to-end lifecycle of their clients across a single jurisdiction and/or a single line of business (combination of Corporate and Individual clients as applicable) | $70,000.00 |
Enterprise Deployment (Available through Private Offer Only) | Entry point for banks and financial institutions that onboard and manage the end-to-end lifecycle of their clients across multiple jurisdictions and/or multiple lines of business (combination of Corporate and Individual clients as applicable) | $170,000.00 |
Dimensions summary
This listing offers three deployment options, all sold through private offers on a contract basis. You choose the tier that matches your organization's scale. The Small Deployment fits non-financial institutions managing the client lifecycle. The Medium Deployment fits banks and financial institutions operating in a single jurisdiction or line of business. The Enterprise Deployment fits banks and financial institutions operating across multiple jurisdictions or lines of business. Each tier covers a combination of Corporate and Individual clients as applicable. Pricing scales with the breadth of jurisdictions and business lines your deployment must support, rather than by usage volume.
Top-of-mind questions for buyers
Each tier covers a combination of Corporate and Individual clients you onboard and manage across their lifecycle. The tier you pick reflects your organization type and the breadth of jurisdictions and business lines you operate in, not a per-user count. Small suits non-financial institutions; Medium and Enterprise scale by jurisdiction and business-line coverage.
Both fit banks and financial institutions managing the end-to-end client lifecycle. Medium covers a single jurisdiction or single line of business. Enterprise covers multiple jurisdictions or multiple lines of business. Your bill scales with how broad that coverage must be, not with usage volume.
Yes. The solution supports migration of existing client data into both platforms, using mapping tools to align data fields while preserving data structure and relationships. All client and party data is stored in a central repository and can be reused across the enterprise, in line with local data privacy regulations.
www.fenergo.com+1
Helpful?
Vendor refund policy
For questions about our refund policy, please contact your Fenergo account representative.
Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
Fenergo offers different levels of support depending on client requirements and agreements. To contact Fenergo support please reach out to support@fenergo.com
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Customer reviews
Investment Banking
Fenergo CLM
Reviewed on Nov 05, 2021
Review provided by G2
What do you like best about the product?
workflow, audit trail, report generation, doc storage
What do you dislike about the product?
to make changes in previous fields, one needs to refer it again and again
What problems is the product solving and how is that benefiting you?
client lifecycle management, doc storage
Recommendations to others considering the product:
Good platform