News & Events

Preparing for Recovery

June 16-17, 2009 - Salentica's Annual User Group is fast approaching on June 16/17 in downtown Philadelphia at historic Union League. The theme this year is Preparing for the Recovery. We want to help firms starting thinking and planning for the recovery. With the Dow up over 30% since its low in March, now is the time to be planning for the recovery phase. Synergy 2009 will be an opportunity to learn, exchange ideas and provide feedback

To register, email to synergy@salentica.com or call Anke Buhay at 416-366-3456 x238.

WHY ATTEND
One of the key goals is to deliver information to help our clients manage and plan their business. The User Group is designed to meet the information needs of business users, decision makers and senior IT staff involved in defining direction.

At this years session, we'll start at a high level with an update on Salentica's direction as well as that of Microsoft in Financial Services. We will get more detailed with information on the direction of the Microsoft CRM, Salentica's development, support and account management initiatives. We'll provide updates on Salentica's product plans including our new Client Reporting solution.

Our panel discussion will provide insights and ideas from professionals with extensive experience in working with wealth management firms. We look forward to an interactive session for clients and panel members to exchange and discuss ideas. We have also seen and heard that clients are trying to understand the impact and opportunities available through the growing use of Social Networks like Facebook and Twitter. Salentica is bringing in an outside expert who works with firms on leveraging and branding to provide insights into this new and growing area. We will also be providing details on our new client reporting module, Salentica Client Book, which is designed to meet the reporting needs of our Wealth Management and Family Office clients.

The second reason to attend is to exchange ideas with your peers. We have found over the years that some of the most valuable information gets exchanged during the breaks and on the opening night social event. CRM is about business processes that enhance the experience for the client. Being able to trade ideas on what works and doesn't can more than justify the user conference.

Finally, our ongoing goal at Salentica is to be able to deliver more value to our wealth management clients in the form of products, services and support. The User Group represents a significant investment for Salentica to host, but the feedback we get is invaluable in helping us focus our resources. Your feedback will drive our direction in the coming year.

Tuesday, June 16th - Join us for a night at the ball park to watch the 2008 World Series Champions play the Toronto Blue Jays

Wednesday, June 17th - Synergy 2009 kicks off at The Union League in downtown Philadelphia. Continental breakfast, morning and afternoon breaks, and lunch will be provided. An agenda will follow in the next month but we look forward to providing value ideas and information that you can take back for use at your firm. We will plan to start by 9:00am and wrap up the formal portion of the conference by 4:00pm.

This year we will be having a panel discussion on challenges, trends and opportunities in the wealth management and family office market. The panel will include:

• Tania Neild, President of Infograte

• Paul Mckibbin, Managing Director, Family Office Metrics

• John Scarpato, Head of Consumer Solutions for SEI's UHNW Wealth Management Business, SEI

• Henry Morneault, Cheif Operating Officer, Manchester Capital

The panel will bring a wealth of experience and insights to the discussion. If you have questions that you would like to be considered by the panel, please forward them on for review.

HOTEL RECOMMENDATIONS
There are several hotels in the area, including the Marriott Courtyard, Marriott Downtown, Loews and Sheraton. We have received a special rate at The Inn at the League of $179/room. If booking, mention that you are attending the Salentica User Group to get the preferred rate. Details on Inn

COSTS
Salentica is hosting the User Group for our clients and in recognition of the current environment, there is no registration fee for current users. Travel and hotels are covered by the attendee.

DRESS CODE
The Union League is a private club with a Business Casual dress code for the meeting areas. Collared shirts and slacks for men.

Map to Union League - View Map

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