WHO WE ARE

Salentica is a CRM specialist and software development firm providing Microsoft Dynamics CRM and Salesforce CRM based software solutions, deployment services, training and support. We are committed providing the best client management solutions for our wealth management clients to enable them to drive operational efficiencies, reduce operational risk and improve business development processes to help grow their business. Our success is earned through our client’s success.

We achieve our business focus by: delivering software solutions that meet our wealth management client needs, providing innovative ideas and best practices based on our deep domain knowledge to help our clients achieve success, and then providing the ongoing support services to ensure long term success and broad user adoption.

Salentica has provided Client Relationship Management solutions for wealth management firms since its inception in 1997. Our mission leads to a wealth of functionality and deep domain knowledge on the best practices, based on many years of experience working with wealth managers.

Our goal is to eliminate surprises for our key stakeholders including employees and clients, exceed the expectations of our clients and build long term relationships with our clients. Respecting and protecting our client’s confidential information is in our DNA and that will not be jeopardized.

Salentica’s Mission Statement

With talented people and unparalleled support and service, Salentica delivers the best client management solutions to help wealth managers efficiently grow their business and increase their profitability.

Salentica’s Core Values

During a team session that involved the entire company, we defined Salentica’s core values – and what they mean to us – together.

Integrity

We safeguard and protect all confidential material and are committed to a high moral standing.

Commitment

We keep the promises we make to clients, business partners and employees alike.

Innovation

We constantly look for creative approaches based on cutting edge technology, internal education, knowledge and industry insight.

Quality

We deliver the very best value for all of our products and services.

Client Relationship Management software uniquely designed for wealth management professionals.