This year began with an uptick in clients inquiring about AI, including workflow automation and predictive analytics. This trend indicates a broader movement within wealth management firms to explore AI, either through implementations in actual projects or starting conversations with peers, industry experts, and vendors.
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Compliance with regulatory requirements is a matter of legal obligation and a critical component of maintaining trust with customers, stakeholders, and regulatory bodies.
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We sat down with an IT manager and tech consultant in financial services to ask him why CRMs are a great area of opportunity for firms to improve operationally
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We’re excited to share a new major release available for the Elements CRM platform. Check out what's new in Major Release 2 for 2023!
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We’re excited to share a new major release available for the Engage CRM platform. Check out what's new in Major Release 2 for 2023!
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How Elements or Engage users can begin incorporating the Workflow Manager module into their day-to-day operations
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An overview of our workflow automation tool, available for Elements and Engage
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We’re excited to share a new major release available for the Elements CRM platform. Check out what's new in Major Release 1 for 2023!
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Salentica's Professional Services Team merged a client's CRM data after an acquisition, consolidating all client and interaction data. Decision-making is now simpler. Discover the full story on the Salentica Blog.
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From the Professional Services Corner: one of our clients needed an automated approval process for their money movement order requests to be built. Here's how we did it
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We’re excited to share a new major release available for the Engage CRM platform. Check out what's new in Major Release 1 for 2023!
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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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Join Us on October 2nd from 2-4 pm in Orlando, FL. Connect with experts, master data hygiene, and learn how to use CRM to create efficiencies within your business.
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SS&C Acquires Tier1's CRM Business. The acquisition will complement and extend SS&C's Customer Relationship Management (CRM) offerings.
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Financial institutions are facing greater competition, but with it comes greater innovation and growth opportunities. Here are 4 tips to make sure your firm is ready.
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Notes from the Service team is a bi-monthly series where we tap into the things our service team is hearing and seeing as they work through their cases. Chances are, if one client is experiencing something others are as well.
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Notes from the Service team is a bi-monthly series where we tap into the things our service team is hearing and seeing as they work through their cases. Chances are, if one client is experiencing something others are as well.
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Over the past few months, we’ve been continuing to evolve the Engage & Elements platform to include the new tools and objects we know you want. Now, it’s time to show you what we’ve been doing.
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Building a data culture takes an investment in data intelligence technology – like a CRM. In this webinar, we’ll talk about data-driven decision-making using a solution that makes information available, trustworthy, and interpretable.
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Notes from the Service team is a bi-monthly series where we tap into the things our service team is hearing and seeing as they work through their cases. Chances are, if one client is experiencing something others are as well.
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Notes from the Service team is a bi-monthly series where we tap into the things our service team is hearing and seeing as they work through their cases. Chances are, if one client is experiencing something others are as well.
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Malicious attacks and user credentials theft is becoming more and more common, so securing your users' access is a top priority in order to protect your firm.
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Growth Opportunities & Tactics to Accomplish Your Goals. In 2022 we will be building the blocks and hosting opportunities to educate, interact, and plan collaboratively. Here are some opportunities to take advantage of in 2022.
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A vibrant app ecosystem of tools that complement and integrate with Salentica Engage, the AppSource is better regulated, managed, and of higher quality than the rest.
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Learn about the recent release features, what they mean for you, and how you and your firm can put them to work!
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On-demand webinars of the Salentica-driven Sessions During Advent Engage 2021. Pre-recorded, but not edited sessions from our 2-day virtual conference.
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Most of our users, at some point in their CRM journey, ask us about customization. This is due to the fact not all of our users want the same thing or use our product the same way. So, we set out to expand our Professional Services team, make them easier to find, and be able to communicate customization options with clear intent.
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Our goal here is to provide a jumpstart for new users to understand what the product field labels mean and reference and start imaging the downstream possibilities. Of how Engage can help transform financial service.
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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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There are copious reasons why free trials offered by software companies go south. CRMs amplify this fact because more often than not the data that powers is it missing or not relatable to the user, and the features that power the CRM is foreign and not used to potential. We have learned over the years that it can be hard for customers to see value from any product until you have meaningful content in their system - data, users, etc.
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Salentica facilitates digital account opening workflows for BNY Mellon Pershing. Allowing CRM users to build workflows inside CRM that leverages CRM data to populate custodial forms for electronic signature.
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SS&C Salentica has won the FTF News Technology Innovation for Best Digital Workplace Collaboration System for 2021.
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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.
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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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CRM can help your firm deliver experiences that keep your customers coming back. Here are our top five trends for CRM in 2021 as well as some of our most frequently asked questions to date.
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Many people blame the CRM for failure when the actual issue is a lack of (or improper) use, not insufficient features. Here are 5 questions that you should be asking during your CRM evaluation, regardless of RIA, Asset Manager, Wealth Manager, or Trust Company.
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The latest platform updates to Engage are designed to help you rapidly adjust to change while driving strong business outcomes in uncertain times. Today, we are announcing key feature upgrades for the second release wave of updates for 2020.
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Salentica will be participating in SS&C Advent's upcoming virtual conference -- Engage. Engage a is a collection of virtual sessions hosted by thought-leaders, industry veterans, and technology experts meant to offer insight into your peers' processes and suggest best practices for not just operating but thriving in today's environment.
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As you know Elements embeds the core of Salesforce's Lightning platform into its' CRM. To steal a line from our Sales Manager Tom, this means we truly stand on the shoulders of a giant. So, when Salesforce releases platform updates. Our Elements clients automatically reap the rewards of those enhancements.
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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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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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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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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.
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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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The world of wealth management is increasingly data-dependent. To make informed decisions for their clients, investment advisors need to be able to see their portfolio positions and holdings in real-time.
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Salentica Engage uses Microsoft’s new user experience, the Unified Interface, on Dynamic 365 online.
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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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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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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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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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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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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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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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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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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's how we treat our customers.
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