The Trust Company of the South sought an integrated suite of trust, investment reporting, and client management technologies that could scale with their growth. Learn how they've streamlined operations through the combined power of Black Diamond, Salentica Engage, and Innovest.
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Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business and gain a 360° view of their client.
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Learn how Salentica Engage™ allowed a wealth management firm to build the automation necessary to create a straightforward, efficient, and compliant text messaging platform, all while streamlining their operations.
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Why data integration is needed in your financial services CRM, why it’s complicated to do, and best practices to ensure your CRM integration project is successful
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Our solutions consultants review advisory best practices and show how to meet these standards within Salentica Elements™. Learn more about effective advisory contact data management and operational workflows
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How Salentica Engage™ allowed a wealth management to firm improve their contact management and operational workflows so they could transform the way they do business
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How advisors can keep their clientele updated and satisfied during difficult economic times
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Purpose-Built CRMs With Persona-Driven Workflows & Features To Handle The Complexities Of Your Industry.
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See the native features built for Financial Services professionals that are igniting transformation.
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With a data model built for Asset Managers
Salentica turns generic Salesforce or Microsoft Dynamics into a must-have tool at half the price.
Segmenting clients makes good business sense, but many advisers have delayed doing so because it can seem like a daunting task.
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Learn How Schwab & CRM Combine To Fuel SSO & Real-Time Features.
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Salentica Engage is is a fully configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.
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An intelligent CRM solution is about business processes, relationships and system integration.
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Enhancing your tech stack with a cloud-based integration platform.
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Acquire optimal value and competitive advantage from your core technology platform.
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Capture Opportunity with Integrated Technology.
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Uncover the critical factors to gaining a client's trust and business.
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Fill out the demo request form below, and let our team answer all your questions while showing you around the product.
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With a data model built for Asset Managers
Salentica turns generic Salesforce or Microsoft Dynamics into a must-have tool at half the price.
Stay ahead of the curve with a cloud-based, integrated CRM.
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Making informed decisions for your clients means that, as advisors, you need quick and easy access to client information in real time.
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CRM Reimagined for Financial Advisors - Powered by Microsoft Dynamics 365.
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CRM Reimagined for Financial Advisors - Powered by Salesforce Lightning.
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Watch the demo to learn more about Salentica Data Broker for Salesforce.com.
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Watch the demo to learn more about Salentica Data Broker for Microsoft Dynamics.
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Watch the demo to learn more about Salentica Elements.
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Salentica is built on the foundation of empowering our clients. We ensure our clients are equipped with the tools and knowledge necessary to efficiently manage and grow their business.
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Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business and gain a 360° view of their client.
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Salentica Elements is a turnkey, yet configurable solution built on the Salesforce Lightning Platform.
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Empowering advisors with the power of integration using the Salentica Data Broker Platform.
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Salentica supports a highly personalized client experience at Marietta Investment Partners.
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