How advisors are keeping their clientele updated and satisfied Read the eBook
Deep-dive of best practices covered in eBook, followed by a demo of relevant features within Salentica Elements Watch the webinar
How an investment firm uses Salentica Engage to streamline their workflows and transform the way they do business
See how the Salentica Professional Services Team can help with your data migration, be it from a legacy CRM or flat file.
Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more.
We've automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful web-based financial CRM available.
Salentica helps improve activations, create better campaigns, and optimize outreach. Through more focused targeting, better segmentation, discovering personalized content opportunities, and holistic customer views.
Amplify new business opportunities
Gain share of wallet with access to detailed sales history
It isn't always easy to know if you are saying the right things to the right client. But now, it's possible to answer their questions with more validity and in a more informed way.
Become more intentional and proactive in client communications
Meet the standards and expectations of this new generation of investors
Our workflow automation allows your CRM to do the work for you. Expedite menial tasks to reduce error and free up your employees' time to focus on work only humans can handle.
Ensure that no tasks slip through the cracks
Use rule-based logic to automate manual work
Connect Salentica with the tools you already use, to have all your team's work in one place.
Saving your business money and boosting your employees' productivity.
Not all CRM platforms are identical, and ours are built with proprietary data models, tailored to the unique needs of Financial Services Firms. Enhancing how you access, share, delete and reference customer data. While providing industry-specific entities that allow your CRM to work the way you do, without the need for expensive customization.
Organizes data through relationships for top-down and bottom-up customer, asset, and portfolio views
Native features automatically record Last Contacted On dates and chronologically display relationship history details and sharable summaries. Delivering a complete view and deeper understanding of every customer.
Make sure not one employee is responsible for the health of any one client relationship
Easily share contextual knowledge and strategize your next outreach
Smart automation means having an easy-to-use builder with access control, repeatable templates, progress trackers, and participant alrts. With the ability to turn CRM into the central nervous system of your business.
Build processes of varying complexity effortlessly
Access and update information anytime, anywhere, from any device.Track your deals, manage your workload and respond to customers when out of the office. With complete confidence that your and your client's data is protected.
Security tools and practices incorporated into every instance
Salentica Engage is a fully configurable Client Relationship Management solution powered by Microsoft.learn more
Salentica Elements is a turnkey, yet configurable CRM with a data model built for Financial Services.learn more
Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce and Microsoft Dynamics platforms.learn more