Empowering Financial Firms to Achieve Their Full Potential
Welcome to Salentica, a leading provider of Customer Relationship Management (CRM) solutions designed specifically for the wealth management industry. Our mission is to help financial services firms streamline their operations, improve compliance, and enhance client relationships through the power of CRM technology.
Our Services
At Salentica, we offer a range of services tailored to the unique needs of wealth management firms, including:
- Salentica Engage: Our flagship CRM solution, Salentica Engage is a fully configurable platform designed to help wealth management firms manage client relationships, automate workflows, and improve compliance. With Salentica Engage, firms can build the automation necessary to create efficient and compliant text messaging platforms, streamline operations, and enhance the client experience.
- Salentica Elements: Our CRM solution for advisors, Salentica Elements helps firms improve client retention, gain share of wallet, and showcase ongoing value. With Salentica Elements, firms can automate repetitive tasks, access detailed sales history, and create more focused targeting and personalized content opportunities.
- Salentica Data Broker: Our integration platform, Salentica Data Broker connects Salentica with the tools firms already use, creating a unified platform for all team work. This integration saves firms money and boosts employee productivity.
- Modestspark: Our portfolio management solution, Modestspark helps firms manage investment portfolios, automate workflows, and improve compliance.
Who We Serve
At Salentica, we serve a range of clients in the wealth management industry, including:
- Advisors
- Asset Managers
- Broker/Dealers
- Enterprise
- Family Offices
- Planning Firms
- Trust Companies
Our industry-driven data models and proprietary technology enable firms to access, share, delete, and reference customer data in a way that enhances how they work. Our CRMs work the way our clients do, without the need for expensive customization.
Industry-Leading CRM Solutions
At Salentica, we believe that CRMs are a great area of opportunity for firms to improve operationally. Our solutions help firms grow their business, improve client service, and operationalize and automate workflows. Our CRMs organize data through relationships for top-down and bottom-up customer, asset, and portfolio views, providing a complete view and deeper understanding of every customer.
Our CRMs are purpose-built for the wealth management industry and include native features that automatically record last contacted on dates and chronologically display relationship history details and sharable summaries. Our CRMs also include smart automation features, such as an easy-to-use builder with access control, repeatable templates, progress trackers, and participant alerts.
Our CRMs are also mobile-friendly, allowing firms to access and update information anytime, anywhere, from any device. With complete confidence that their and their clients' data is protected, firms can track deals, manage workloads, and respond to customers when out of the office.
At Salentica, we are committed to helping wealth management firms enhance compliance, streamline operations, and improve client relationships through the power of CRM technology. Contact us today to learn more about how we can help your firm.
Overview of Salentica Reviews
Salentica is a well-regarded company that offers high-quality CRM solutions for financial professionals, enabling them to build and maintain strong relationships with their clients.
Key Features and Strengths
Flexible CRM Offerings: Salentica provides CRM solutions for both Salesforce and Microsoft Dynamics platforms, catering to the diverse needs of customers.
Instrumental in Client Relationships: The company's CRM offerings are instrumental in helping financial professionals maintain constructive relationships with their clients.
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