CRM Reimagined for Financial Advisors - Powered by Salesforce Lightning.
In wealth and asset management, a properly executed client management strategy is critical to the growth and development of your firm. In today’s financial technology landscape, CRM is more necessary than ever. Watch this recorded webinar to learn how Salentica Elements can help your firm boost operational efficiency and elevate client service levels.
Salentica Elements: CRM reimagined for Financial Advisors
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