Salentica Blog

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26-Aug-2020

Using CRM To Go From Reactive To Pro-Active

By: SS&C Salentica

A proactive approach to CRM is a departure from traditional, reactive behavior and aims to take early action that facilitates a desired result. Basically, giving clients what they want before they have to ask for it.

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30-Jul-2020

Salentica CRMs and Orion Advisor

By: SS&C Salentica

SS&C Salentica® + Orion Advisor. Salentica integrates directly with Orion Advisor, through Orion Connect, providing a single sign-on experience and a one-way data feed into CRM.

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01-Jun-2020

Salentica Elements 2020 Release Notes

By: Andy Bryant

The 2020 release delivers expanded innovations across the Elements product and includes enhancements for Wealth and Asset Managers. Salentica empowers you to get a single shared view of your customer and your business to keep delivering more moments that matter.

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14-Apr-2020

The Complete List of CRMs for Wealth Managers

By: Andy Bryant

As CRM software options for wealth managers and financial advisors continue to balloon. Comparing feature sets, integration points, and service tiers between products quickly becomes a cumbersome and confusing task. CRM is now at the heart of every growing business, and financial services are no exception. To help you in navigating the crowded landscape, we compiled a list of the leading CRM solutions tailored for wealth management and financial advisors. Including their messaging along with decades of collective experience and input from some of the sharpest minds in financial technology. to get a taste of each product.

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16-Mar-2020

COVID-19: CORONAVIRUS UPDATE

By: SS&C Salentica

SS&C Salentica is closely monitoring developments with respect to COVID-19 (coronavirus) to determine what changes, if any, need to be implemented to our operations, processes and the systems we use to support our clients. We’d like to take this opportunity to remind you of our business continuity and preparedness plan, and to assure you of our commitment to always delivering best-in-class products and solutions.

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20-Aug-2019

The integration imperative: Key to delivering efficient and high-quality service to clients

By: Ed Wright

The world of wealth management is increasingly data-dependent.

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09-Jul-2019

Introducing the Unified Interface for Salentica Engage™ on Dynamics 365

By: James McClenahen

Salentica Engage uses Microsoft’s new user experience, the Unified Interface, on Dynamic 365 online.

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23-May-2019

New name, new channel: Salentica Engage launches on Microsoft AppSource to help wealth managers drive client engagement

By: James McClenahen

For wealth managers, the key to winning, retaining and growing relationships is to have effective client engagement. An intelligent CRM system is the answer in how to engage with clients more effectively in their financial planning and decisions.

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21-May-2019

Salentica Summit 2019: A place to connect, share, and learn about all things CRM

By: Tanya Tygesen

This year, SS&C Salentica will be hosting their 10th annual Salentica Summit June 20-21st with more than 75 clients in the headquartered city of Toronto, Canada.

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15-Mar-2019

Strengthen client service with a cloud-based CRM solution

By: Timothy D. Welsh

Fiduciary Investment Advisors (FIA) is an independent, employee-owned investment consulting firm that works with fiduciary clients, including retirement plan sponsors, institutional investment pools, non-profit organizations and private clients. FIA provides customized investment advisory services to assist clients in achieving their investment objectives while fulfilling fiduciary obligations.

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21-Jan-2019

Technology-powered service demands CRM update

By: Timothy Welsh

LourdMurray prides itself on delivering sophisticated expertise to accomplished clients that have complex financial and professional lives. The firm acts as life-long advisors, bringing its clients comprehensive solutions ranging from investments and insurance to education, retirement, and wealth planning.

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15-Jan-2019

Securing client information: a prime target for cyberthieves

By: Dave Ireland

In recent years, regulators have made it clear that cybersecurity is a major focus of examinations and risk assessments of wealth management and advisory firms. Compliance isn’t the only reason to be concerned about security, however. Firms have a fiduciary duty to protect their clients’ confidential personal and financial information.

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15-Nov-2018

5 steps to successful CRM user adoption

By: Peter MacQuarrie

When carefully selected and correctly implemented, the right CRM solution has the potential to transform your business and significantly increase your firm’s enterprise value.

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16-Aug-2018

5 ways to effectively manage trust accounts with CRM

By: Ed Wright

Trust companies have significant responsibility as a fiduciary for trust accounts as well as being responsible for managing and protecting the assets of the trust. Trying to find ways for improving the scalability and operating efficiency of your trust company can seem like quite the undertaking.

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01-Jan-0001

CRM Data Migration Best Practices

By: SS&C Salentica

For any Wealth or Asset Management firm, implementing a CRM system can be a serious challenge. It brings about changes that are happening on all levels of your organization and involves at least a stakeholder from every department. With data migration is often the lynchpin of the success or failure of any CRM implementation process, we set out to share some of our tips for data hygiene, deduplication, and migration.

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01-Jan-0001

Tips for CRM Workflows

By: SS&C Salentica

Customer facing processes like onboarding a new client and delivering a service, are often time-consuming and error-prone. Business owners understand that in order to grow sustainably, they must standardize and automate them. While CRM Workflows promise efficient and consistent service, implementing them can be daunting. However, when the best practices are followed and pitfalls avoided, streamlining the front end of your business can be much easier than you’d expect.

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01-Jan-0001

Elements CRM and the Salesforce AppExchange

By: SS&C Salentica

Elements allows you to access and utilize any app that can be found in the Salesforce AppExchange. Making it easier to discover and connect the tools you need to grow. A vibrant ecosystem of tools that complement and integrate with Elements, the AppExchange is the world's largest B2B app ecosystem.

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01-Jan-0001

Salentica Elements CRM Glossary and Key Terms

By: SS&C Salentica

No one likes confusing business jargon. But sometimes, when you are new to something (particularly with business software), it is inevitable. So, whether you’re just getting started, or you’re a seasoned admin, you may find yourself scratching your head — or turning to Google — every time you hear terms like “org,” “object,” and “opportunity.”

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01-Jan-0001

12 CRM Adoption Best Practices

By: SS&C Salentica

Change is difficult to stomach for many people. They are comfortable with their current process and carry the perspective that if it’s not broken, why fix it? Here are 12 CRM adoption best practices that will increase usage and, through that, improve the results of your efforts and drive faster, more sustainable revenue growth.

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01-Jan-0001

What Does Becoming A Salentica Customer Really Mean?

By: SS&C Salentica

We understand the amount of time, work, and thought you pour into the CRM selection process. We also understand the power of CRM and how important it can be to your internal software systems and your business as a whole. So here is how we treat our customers.

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