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. Through this type of system, they will recognize and appreciate the value your firm brings to their daily lives.

At SS&C Salentica, we thought about this simple yet powerful truth and a light bulb went off. Effective client engagement is what our CRM solutions are all about. To reflect this more in our product name, Salentica CRM will now be known as Salentica Engage. It will be available on Microsoft AppSource, the premier destination for Microsoft-compatible business applications.

This is more than a name change and new distribution channel to us. Built on the Microsoft Dynamics 365 platform, powered by Microsoft Azure cloud, Salentica Engage will be undergoing a transformation to match and complement advancing financial technology. This new application will include a streamlined user experience called the Unified Interface, which uses responsive web design to provide a seamless experience in viewing and interacting with all device screen sizes and orientations. Our renewed emphasis is on user engagement, which is key to firm-wide adoption and full potential usage.

Launching this solution on Microsoft AppSource will give our clients access to multiple cloud-based business applications that are complementary to our system:

  • Microsoft Power BI for business intelligence
  • Microsoft Teams for workplace communications

Firms can integrate these applications with Salentica Engage to optimize their CRM system. Salentica Engage is the only wealth management CRM system that leverages Microsoft Dynamics, and it will be the only system listed on AppSource.

These changes highlight our ongoing effort and investment in Salentica solutions and our platform partners. We believe in helping our clients streamline their operations with a goal of improving productivity while providing excellent client service. Be on the lookout for more details when Salentica Engage launches on Microsoft AppSource in June.

To learn more about Salentica solutions, please visit www.salentica.com.