Serving
Financial Service Firms
for over 10 Years
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Salentica Corp.
 Effectively managing client relationships has become an essential strategy for financial services firms competing in a crowded, competitive and regulated market. Yet most Client Relationship Management (CRM) solutions fail to recognize and accommodate the unique needs of the industry.
Experience & Knowledge Count
Focused on delivering solutions for financial service firms for over 20 years, Salentica specializes in CRM solutions to the Capital Markets and Insurance industries, delivered on-premise or on a Software as a Service (SaaS) basis.
It’s what we know, all we do & what we do very well.
Our clients include some of the largest financial services companies in North America, as well as smaller boutique firms and medium-sized wealth managers.
Built around the Microsoft .NET Framework, Microsoft Dynamics CRM 4.0 platform and Microsoft SharePoint, Salentica solutions seamlessly deliver a complete view of the client, with tight integration to back-office systems and robust reporting capabilities. Our deep domain expertise extends and enhances the value of Microsoft CRM with industry-specific functionality that is both intuitive and affordable. Salentica goes beyond delivering great functionality for our clients by including a comprehensive set of post implementation services including support, training and professional services, all delivered by staff that only work with financial service firms.
Why Salentica? Our solutions…
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Work the way you do: Tightly integrated with Microsoft Outlook and Microsoft Outlook Web Access, Salentica solutions run in a familiar environment, are simple to install and easy to use. Employees have direct access to client information whenever and wherever they need it.
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Work the way your business does: Salentica’s extendible, purpose built modules track every client touch point and map all activity in the business workflow and processes used by financial services firms. All data is instantly captured and retrievable for client service, management reporting and regulatory compliance.
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Work the way technology should: With easy, low-cost deployment and affordable support, Salentica solutions offer an incredibly rapid return on investment. Our on-premise installation, setup and training can often be done quickly. Our hosted Salentica Fastrak offering can be operational in a day. No burdensome long term consulting required!
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| Salentica to Exhibit at Schwab Impact 2008 - Monday, July 14, 2008With many of Salentica's clients using Schwab's solutions for Advisors, participation in Impact 2008 on September 23-26 in Atlanta will provide the opportunty to meet clients to discuss their requirements and upcoming plans. read more ...
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| Salentica Achieves Scribe Certified Partner Status - Monday, June 16, 2008Salentica completed the certification requriements to become a Scribe Certified Reseller. Salentica will be leveraging the capabilities of Scribe to assist with client migrations and to support ongoing backoffice integration.
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| Scotia Capital Case Study - Sunday, June 08, 2008In the June issue of Windows for Fiinancial Services, Scotia Capital details how they have successfully leveraged the capabilities of Salentica's CRM read more ...
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| Salentica readies for Microsoft Dynamics™ CRM 4.0 “Titan” - Monday, December 17, 2007Clients can expect Titan-supported Salentica products within 30 days of Microsoft CRM 4.0 release. read more ...
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| Salentica & RDA Partner to Offer Wealth Management Solution - Monday, September 24, 2007Salentica and RDA today announced a partnership to deliver a comprehensive workflow, CRM, and workflow for wealth management companies. read more ...
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| Salentica Announces Hosted CRM for Wealth Managers - Sunday, August 26, 2007Salentica Systems Announces Hosted, On- Demand Service “Salentica FASTRAK” CRM. read more ...
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| Salentica Celebrates 10 Years - Monday, June 04, 2007Salentica Systems Inc., a leading provider of Client Management solutions for financial service firms, today marks its tenth successful year in business read more ...
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General Inquiries:
 (416) 366-3456
 (416) 366-7690
Sales Inquiries:
 sales@salentica.com
New York office:
(212) 672-1777 x233
Toronto office:
(416) 366-3456 x233
Product Support:
support@salentica.com
(416) 366-3456 x230
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