Fenergo, a leading regulatory client lifecycle management, has joined forces with Sitecore is a leading provider of end-to-end digital experience software. Unifying Salesforce, to radically transform Know Your Customer (KYC), client onboarding and data, content, commerce, and experiences, our SaaS-enabled, composable platform client lifecycle management for financial institutions. Fenergo KYC for Salesforce empowers brands to deliver unforgettable interactions across every touchpoint. Our enables true front-to-middle office transformation that delivers an excellent client solution provides the cutting-edge tools brands need to build stronger connections experience – first time, every time. with customers while creating content efficiencies to stand out as transformation and innovation leaders. Learn More > Learn More > OPAL facilitates goal-based planning and monitoring of client goals. It enables Practifi is an enterprise business management platform designed for high- advisors, wealth managers and financial planners to translate their client’s goals into performing financial advice firms. Our product suite helps advisory firms integrate suitable investment decisions compliant with regulation. OPAL delivers better client systems and automate processes while maximizing revenue, boosting growth engagement, and scalable advice and increases AuM. Client cases include St. James’ and strengthening client relationships. With a focus on client success and product Place, one of the largest wealth managers in Europe / APAC. innovation, Practifi provides the foundation and support needed to build the Learn More > financial advisory firm of the future. Learn More > APAC ISV Industry Booklet — Wealth Management 5