Today our solutions fit an extensive range of financial industry leaders. Salentica has a solution to fit your needs; for firms larger than 10 users, we have Advisor, Family Office and Wholesaling solutions, for firms smaller than 10 users we have Express solutions.
The choice of a Customer Relationship Management (CRM) solution is about more than just the software decision; it is also about business processes, relationships and system integration. Domain expertise is critical to a successful CRM project outcome, especially for wealth management firms due to the nature and complexity of this business.
Salentica has been a game changer for my workflow as PM and CEO. Our time savings allow us to monitor communications better and will increase our opportunities to grow relationships and business with our clients.
Salentica provided exceptional customer service at each stage of the project. Training was 'let us teach you how to fish' so we could be self-sufficient as quickly as possible.
We simply wouldn’t be able to manage our growth effectively without the use of Salentica’s solution, this system is helping us capitalize on business opportunities.
Client Relationship Management software uniquely designed for wealth management professionals.
Solutions & Services
Salentica® CRM for Microsoft Dynamics CRM
Salentica® CRM for Salesforce CRM
Salentica is plased to announce our latest integration with Orion Advisor Services