Banking INDUSTRY ISVs ISVs that have a strong, proven use case within a specific industry Appway CLM for wealth: a ‘one-stop advisory shop’ available from within Salesforce, The advanced capabilities and functionality of Fusion Credit Connect empowers empowers advisors to launch and monitor critical client-facing processes from relationship managers to do their jobs better, faster and more productively. Its start to finish, quickly and seamlessly, while remaining fully compliant. Onboard features include an intuitive deal dashboard and “timeline” that proactively displays customers in record time, boost advisors’ productivity and ensure Know Your the current deal status and next steps, together with a predictive analytics engine Customer/Anti-Money Laundering compliance throughout the entire client lifecycle. that highlights new revenue opportunities and optimal products for each client, boosting sales and margins. Learn More > Learn More > Fenergo, the world’s No.1 regulatory client lifecycle management, has joined forces with Salesforce, to radically transform Know Your Customer (KYC), client onboarding nCino is the worldwide leader in cloud banking. With its Bank Operating System, and client lifecycle management for financial institutions. Fenergo KYC for Salesforce built on the Salesforce platform, financial institutions can deliver the speed and enables true front-to-middle office transformation that delivers an excellent client digital experience that customers expect, backed by the quality and transparency experience – first time, every time. that bankers need. Learn More > Learn More > EMEA ISV Industry Booklet — Banking 4
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