Digital Digest: The Latest Tech News - Salesforce, Fenergo

Editorial Staff

21 November 2018

Salesforce, Fenergo
, the cloud computing firm, to streamline client onboarding and lifecycle management processes.

The app will allow financial institutions that deploy Salesforce to: configure Fenergo instances and map to existing objects in Salesforce; capture mandatory and optional fields for new legal entity creation; trigger Client Onboarding Cases; link to existing entity registers; search for existing Fenergo entities; drill down into status of cases; upload required onboarding documents; view existing and add new products; customize data sets, retrieve latest case status and comments on the news.