Friday, July 03, 2009                 Register

  Salentica Value Proposition

ü Single Point of Contact
ü Domain expertise
ü Best Practices Configuration
ü Comprehensive Support
ü
   Dashboard & Data Analysis
ü Hosted or On-Premise
ü Back office integration

  

Serving
Financial Service Firms 
since 1997

 Fastrak Hosted CRM & SharePoint Minimize

Many firms implementing have decided to outsource the operation of the hardware and applications through a hosted model.  Salentica provides our FASTRAK deployment option as a way to deploy the Microsoft CRM & SharePoint Server faster and without the requirement for a capital investment in software and hardware.   Salentica's solutions are provided on a monthly subscription basis. 

 Key benefits for firms pursuing the hosted model include:

  •  Faster start up

  •  Lower implementation time and effort (cost)

  • No capital requirement or approval

  • No IT support required

  • Potentially more cost effective for large organizations with high internal overhead costs

  • Lower risk for smaller organizations without infrastructure or personnel to manage

  • Better ROI

  • Easier upgrade process

  • Improved support resulting from easier access by vendor

  • Option to bring in-house (unique for On-Demand offering)


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 News Centre Minimize

Salentica User Group Has Strong Attendance - Friday, July 03, 2009

Salentica's User Group met in Philadelphia in mid June at the historic Union League.  The session provided insights into changes and issues in the wealth management industry as well as the direction of Microsoft and Salentica.  Highlights of the session were the panel discussion by wealth management experts and an information session on the impact of social networking on the wealth management industry. 

Based on a feedback from the attendees, next years Salentica User Group meeting is planned for Chicago.

 read more ...

Salentica launches Client Book to simplify client reporting and analysis for wealth management firms - Monday, June 08, 2009

Salentica, a leading provider of wealth management solutions based on the Microsoft CRM and Microsoft SharePoint, has announced the release of Salentica Client Book which will dramatically simplify the operations of wealth managers by providing personalized and aggregated client reporting.

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Salentica to Participate in Major Wealth Management Conferences in Fall - Wednesday, June 03, 2009

Salentica will be at both the Schwab Impact 2009 conference in San Diego in September and the Family Office Metrics Opstech 10 conferences in September.  At both conferences, Salentica will be available to meet with wealth management firms to discuss their CRM requirements and provide demonstration of Salentica Advisor Desk.

 read more ...


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 Contact Us Minimize

General Inquiries:

Telephone (416) 366-3456  
Fax (416) 366-7690

Sales Inquiries:

E-mail sales@salentica.com
New York office:
Telephone (212) 672-1777  x233
Toronto office:
Telephone (416) 366-3456  x233

Product Support:

E-mail support@salentica.com
Telephone (416) 366-3456  x230  


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