Company Overview

A privately held company owned by senior management, Salentica was formed in 1997 by a group of seasoned technology and financial industry experts who recognized the need for a vertically focused customer relationship management (CRM) solution.

Specializing in providing client management and technology solutions for the wealth management market, Salentica offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms.

With over 20 years of experience in delivering technology for financial services, Salentica has more than 65 clients worldwide, including leading financial institutions, medium-sized wealth managers and family offices.

Our professionals provide a high level of domain expertise, acquired through years of working with financial services organizations, to deliver solutions that exceed the expectations of our customers and partners. Dedicated to excellent service and dialogue with our customers, we continually improve our offerings to deliver superior value through proven technology and imaginative thinking.

Salentica is a Gold Certified Microsoft partner, a member of the Microsoft Advisor Platform Marketing program and the first CRM partner to be named a member of the Microsoft Insurance Value Chain.

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