Ultimate Flexibility
Real-Time & Persistent Data
Reduce the need to move between multiple applications to ensure consistency of data and reduce human error with real-time and persistent data ingestion from Schwab OpenView gateway into Salentica CRMs.
Put the focus back on client service
37%
A 37% Increase In Advisor Productivity
40%
40% Faster Decision Making
41%
Increase In Client Satisfaction
Best-in-Class Proprietary CRM Features + The Leading Custodial Data
View and report on account information and create workflows based on Charles Schwab account and alert data, allowing you to be proactive about your clients financial needs.
Persistent Data inside Elements CRM allows users the ability to use this data for segmentation or workflow catalysts.
Schwab Integration Available in Elements, Engage, and Data Broker
We actually build all of our integrations inside Data Broker. Data Broker is included in both Elements and Engage, as well as available to purchase separately for current Salesforce and Microsoft Dynamics365 users.
Elements
A CRM that automates the repetitive, dives deep into analytics, and integrates the very best tools. Elements supports the total weight of your business with access to what you know, what you’ve done, and who you’ve done it for.
Engage
Engage embeds itself at the center of your workflow, to centralize and automate communication on all fronts. Optimizing every client engagement touch and internal process. Engage is an immersive CRM for every role.
Data Broker
A growing package of pre-built and maintained integrations with the industry’s most used tools and providers. Bolts onto exsisting Salesforce and Dynamics365 CRMs.