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COMPANY > NEWS AND EVENTS > SALENTICA CRM INTEGRATED WITH ADVENT
Join us for a Webinar on June 29. Space is limited.
Reserve your Webinar seat now at:
https://www2.gotomeeting.com/register/242111978
Salentica Advisor Desk integrates with Advent to provide users with a single unified view of client accounts and portfolios. With a bi-directional connection to Advent, Salentica will automatically retrieve information and if required, push labels back to Advent.
Wealth managers, investment managers and family offices have unique demands from their client relationship management (CRM) system. We know... we work exclusively in your industry. Our CRM was built from the ground up for your business needs, runs on the familiar Microsoft platform, and is now the leading CRM for Family Offices and Wealth Managers.
- Build your assets under management...
- Grow your book of business....
- Find and keep the right clients.....
- Find, recruit and keep the best advisors.....
- Improve productivity in your firm...
- Enhance compliance with regulatory requirements...
- Build client satisfaction..
Find out how Salentica Advisor Desk does all that and more in a special webcast:
At this webcast, you’ll see how Salentica Advisor Desk:
- Build client satisfaction and assets under management
- Manages client relationships and all touch points
- Integrates with Advent
- Processes workflow and vault-secures documents
- Manages off-book assets
- Presents an easy-to-use system,
- Integrating all household aspects into a single view
If you can’t make the webcast or want more information, just give me a call.
Tim Davey, 416-366-3456 x233
Title: Salentica CRM integrated with Advent
Date: Tuesday, June 29, 2010
Time: 2:00 PM - 3:00 PM EDT
After registering you will receive a confirmation email containing information about joining the Webinar.
System Requirements
PC-based attendees
Required: Windows® 7, Vista, XP, 2003 Server or 2000
Macintosh®-based attendees
Required: Mac OS® X 10.4.11 (Tiger®) or newer
