We were privileged to support the 2021 Canadian AdvisorTech Expo. It was extremely well organized and presented. And hopefully just as beneficial for your business as it was ours.
In case you missed the presentation we gave at the event, we included it directly below. We talk about the value of leveraging technology partnerships, why Salentica "stands on the shoulders of giants", and showcase our data model, Address Manger, and give a demo that uses AUM to segmentation.
Advisors move faster with a Salentica CRM
See how a purpose-built CRM sits between collaborating and communicating, engaging one another and scaling rapidly, being totally transparent and empowering your firm to work the way you want.
Boots on the ground is more than a saying.
Our team in Toronto is there to ensure your CRM is dependable and feature-rich with the tools that matter most in your market. Our credible Service team is located between Toronto, CA, and Jacksonville, FL available in multiple languages to communicate with potential business partners and current users through a more personalized experience and localized background.
If you have made it this far, and are still asking yourself why all this matters. Let me summarize.
Salentica builds and evolves purpose-built CRMS, specifically designed for the needs of today's Advisors. Our products are implemented and services by us here at Salentica with an international team in Jacksonville, Florida, and Toronto, Canada. We provide advisors with the proprietary features and industry integrations they need to be productive on day 1. Our CRMs leverage the world's most powerful platforms, cloud environments, security measures, and productivity add-ons -- like a very robust Outlook extension -- available today.
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