A CRM That Scales-Up To The Enterprise
A CRM That Scales-Up To The Enterprise
For large financial firms, commercial banks, or divisions of, Salentica helps omnichannel firms better serve their clients.
A modern CRM
for the way, you interact with customers.
Our CRM solutions help increase sales, enable comprehensive oversight of rep activities, and provides valuable insights into revenues and assets under management.
CRM in banking helps you track information about your clients to better serve them.
20+
Years of Industry Experience
10,000
Users trust Salentica on a daily basis
A dedicated Service Team with financial and technical accreditations accessible in just a few clicks.
Access to Salentica University
Customers of financial services want to feel like their bank cares about them and can cater to their specific needs.
This starts from the first point of contact and continues through every interaction throughout their financial journey.
InTouch
Have the right conversations, with the right people, at the right time.
InTouch as a Client Interaction Service Module that automatically populates future interaction dates calculated from your Last Contacted On (LCO) date, and predetermined timeframes you have set for the Relationship.
Workflow Manager
Design and trigger automation without complex programming.
Making it easier to create and manage workflow, so your team can claw back precious time.
Time & Expense
Automatically calculate cost from activity.
Have you ever wondered "How much did that interaction, with that client, just cost us?" Time & Expense automatically calculates resource cost according to your pre-defined rates.
See How 10,000 Users Benefit From A Purpose-Built CRM
CRM Features Built for Advisors
Over 10,000 users trust Salentica's award-winning CRMs to help grow their business, gain share of wallet, and automate repetitive tasks. Backed by 20+ years of experience and certified Service Teams, discover how Salentica can help you.
Schedule a 30-Minute Demo