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…
-
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.
-
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.
-
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!