A turnkey, yet configurable CRM with a data model built for Financial Services.
Industry-Specific Data Hierarchy
Real-Time Data Sync
Customer 360 Control
Introduction to Salentica Elements
Spend time managing your business, not your to-do list.
Designed specifically for the unique needs of RIAs, Wealth Managers, and Asset Managers
Built to help growing firms deepen client relationships and scale their business. Salentica Elements combines industry-specific features and integrations with the most trusted core CRM concepts and workflows.
Leverage our deep domain knowledge to reduce operational risks, increase business process efficiency, and improve your business development pipeline. Delivering the superior service experience your clients expect.
Elements is a defined CRM that constantly delivers new tools and enhanced best practices in a seamless no-disruption system.
Features & Benefits
Increased business intelligence
Regulatory and compliance management
Embeds the Salesforce Lightning platform
Robust workflow automation
Extensive range of integrations
Holistic view of clients
Anywhere, anytime access
Enhanced client engagement
Robust Workflow Automation
Salentica Elements includes a package of preconfigured workflows, while you also have the ability to configure an unlimited amount of additional.
Empowering you to streamline complex tasks, automate repetitive processes, and connect separate systems.
Elements allows you to do more with the same to scale your business.
Simple, Transparent, and All-Inclusive
We don't have any pricing tiers, more expensive feature options, or additional charges. Just one straight-forward price, that we charge per user per month.
Every customer gains unlimited access to our growing knowledge-base and enterprise-level support.