15-Sep-2021
Salentica Sessions During Advent Engage 2021
By: SS&C Salentica
On-demand webinars of the Salentica-driven Sessions During Advent Engage 2021. Pre-recorded, but not edited sessions from our 2-day virtual conference.
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03-Sep-2021
CRM Customization & The Professional Services Team To Execute
By: SS&C Salentica
Most of our users, at some point in their CRM journey, ask us about customization. This is due to the fact not all of our users want the same thing or use our product the same way. So, we set out to expand our Professional Services team, make them easier to find, and be able to communicate customization options with clear intent.
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16-Jun-2021
No, we don’t do free trials, here’s why.
By: SS&C Salentica
There are copious reasons why free trials offered by software companies go south. CRMs amplify this fact because more often than not the data that powers is it missing or not relatable to the user, and the features that power the CRM is foreign and not used to potential. We have learned over the years that it can be hard for customers to see value from any product until you have meaningful content in their system - data, users, etc.
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11-Jun-2021
Digital Account Opening for Pershing Clients
By: SS&C Salentica
Salentica facilitates digital account opening workflows for BNY Mellon Pershing. Allowing CRM users to build workflows inside CRM that leverages CRM data to populate custodial forms for electronic signature.
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08-Jun-2021
Best Digital Workplace Collaboration System
By: SS&C Salentica
SS&C Salentica has won the FTF News Technology Innovation for Best Digital Workplace Collaboration System for 2021.
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25-May-2021
A CRM Built for RIAs
By: SS&C Salentica
Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more. We’ve automated the repetitive, delved deep into analytics, and integrated the very best tools to curate the most powerful web-based financial CRM available.
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25-Feb-2021
The Latest Trends in CRM and Some of 2021’s Most FAQs
By: SS&C Salentica
CRM can help your firm deliver experiences that keep your customers coming back. Here are our top five trends for CRM in 2021 as well as some of our most frequently asked questions to date.
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25-Feb-2021
5 Questions (And Answers) You Should Be Asking Your CRM.
By: SS&C Salentica
Many people blame the CRM for failure when the actual issue is a lack of (or improper) use, not insufficient features. Here are 5 questions that you should be asking during your CRM evaluation, regardless of RIA, Asset Manager, Wealth Manager, or Trust Company.
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17-Nov-2020
Engage CRM Platform Release Notes (Wave 2)
By: SS&C Salentica
The latest platform updates to Engage are designed to help you rapidly adjust to change while driving strong business outcomes in uncertain times. Today, we are announcing key feature upgrades for the second release wave of updates for 2020.
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09-Oct-2020
SS&C Advent - Engage (Virtual) Conference
By: SS&C Salentica
Salentica will be participating in SS&C Advent's upcoming virtual conference -- Engage. Engage a is a collection of virtual sessions hosted by thought-leaders, industry veterans, and technology experts meant to offer insight into your peers' processes and suggest best practices for not just operating but thriving in today's environment.
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01-Oct-2020
Elements CRM Platform Release Notes (Winter '21)
By: SS&C Salentica
As you know Elements embeds the core of Salesforce's Lightning platform into its' CRM. To steal a line from our Sales Manager Tom, this means we truly stand on the shoulders of a giant. So, when Salesforce releases platform updates. Our Elements clients automatically reap the rewards of those enhancements.
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26-Aug-2020
Using CRM To Go From Reactive To Pro-Active
By: SS&C Salentica
A proactive approach to CRM is a departure from traditional, reactive behavior and aims to take early action that facilitates a desired result. Basically, giving clients what they want before they have to ask for it.
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30-Jul-2020
Salentica CRMs and Orion Advisor
By: SS&C Salentica
SS&C Salentica® + Orion Advisor. Salentica integrates directly with Orion Advisor, through Orion Connect, providing a single sign-on experience and a one-way data feed into CRM.
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01-Jun-2020
Salentica Elements 2020 Release Notes
By: Andy Bryant
The 2020 release delivers expanded innovations across the Elements product and includes enhancements for Wealth and Asset Managers. Salentica empowers you to get a single shared view of your customer and your business to keep delivering more moments that matter.
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21-Apr-2020
What’s Happening in Financial Services, and How CRM Technology Can Help
By: Andy Bryant
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14-Apr-2020
The Complete List of CRMs for Wealth Managers
By: Andy Bryant
As CRM software options for wealth managers and financial advisors continue to balloon. Comparing feature sets, integration points, and service tiers between products quickly becomes a cumbersome and confusing task. CRM is now at the heart of every growing business, and financial services are no exception. To help you in navigating the crowded landscape, we compiled a list of the leading CRM solutions tailored for wealth management and financial advisors. Including their messaging along with decades of collective experience and input from some of the sharpest minds in financial technology. to get a taste of each product.
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16-Mar-2020
COVID-19: CORONAVIRUS UPDATE
By: SS&C Salentica
SS&C Salentica is closely monitoring developments with respect to COVID-19 (coronavirus) to determine what changes, if any, need to be implemented to our operations, processes and the systems we use to support our clients. We’d like to take this opportunity to remind you of our business continuity and preparedness plan, and to assure you of our commitment to always delivering best-in-class products and solutions.
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20-Aug-2019
The integration imperative: Key to delivering efficient and high-quality service to clients
By: Ed Wright
The world of wealth management is increasingly data-dependent.
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09-Jul-2019
Introducing the Unified Interface for Salentica Engage™ on Dynamics 365
By: James McClenahen
Salentica Engage uses Microsoft’s new user experience, the Unified Interface, on Dynamic 365 online.
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23-May-2019
New name, new channel: Salentica Engage launches on Microsoft AppSource to help wealth managers drive client engagement
By: James McClenahen
For wealth managers, the key to winning, retaining and growing relationships is to have effective client engagement. An intelligent CRM system is the answer in how to engage with clients more effectively in their financial planning and decisions.
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21-May-2019
Salentica Summit 2019: A place to connect, share, and learn about all things CRM
By: Tanya Tygesen
This year, SS&C Salentica will be hosting their 10th annual Salentica Summit June 20-21st with more than 75 clients in the headquartered city of Toronto, Canada.
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15-Mar-2019
Strengthen client service with a cloud-based CRM solution
By: Timothy D. Welsh
Fiduciary Investment Advisors (FIA) is an independent, employee-owned investment consulting firm that works with fiduciary clients, including retirement plan sponsors, institutional investment pools, non-profit organizations and private clients. FIA provides customized investment advisory services to assist clients in achieving their investment objectives while fulfilling fiduciary obligations.
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21-Jan-2019
Technology-powered service demands CRM update
By: Timothy Welsh
LourdMurray prides itself on delivering sophisticated expertise to accomplished clients that have complex financial and professional lives. The firm acts as life-long advisors, bringing its clients comprehensive solutions ranging from investments and insurance to education, retirement, and wealth planning.
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15-Jan-2019
Securing client information: a prime target for cyberthieves
By: Dave Ireland
In recent years, regulators have made it clear that cybersecurity is a major focus of examinations and risk assessments of wealth management and advisory firms. Compliance isn’t the only reason to be concerned about security, however. Firms have a fiduciary duty to protect their clients’ confidential personal and financial information.
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15-Nov-2018
5 steps to successful CRM user adoption
By: Peter MacQuarrie
When carefully selected and correctly implemented, the right CRM solution has the potential to transform your business and significantly increase your firm’s enterprise value.
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16-Aug-2018
5 ways to effectively manage trust accounts with CRM
By: Ed Wright
Trust companies have significant responsibility as a fiduciary for trust accounts as well as being responsible for managing and protecting the assets of the trust. Trying to find ways for improving the scalability and operating efficiency of your trust company can seem like quite the undertaking.
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01-Jan-0001
CRM Data Migration Best Practices
By: SS&C Salentica
For any Wealth or Asset Management firm, implementing a CRM system can be a serious challenge. It brings about changes that are happening on all levels of your organization and involves at least a stakeholder from every department. With data migration is often the lynchpin of the success or failure of any CRM implementation process, we set out to share some of our tips for data hygiene, deduplication, and migration.
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01-Jan-0001
Tips for CRM Workflows
By: SS&C Salentica
Customer facing processes like onboarding a new client and delivering a service, are often time-consuming and error-prone. Business owners understand that in order to grow sustainably, they must standardize and automate them. While CRM Workflows promise efficient and consistent service, implementing them can be daunting. However, when the best practices are followed and pitfalls avoided, streamlining the front end of your business can be much easier than you’d expect.
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01-Jan-0001
Elements CRM and the Salesforce AppExchange
By: SS&C Salentica
Elements allows you to access and utilize any app that can be found in the Salesforce AppExchange. Making it easier to discover and connect the tools you need to grow. A vibrant ecosystem of tools that complement and integrate with Elements, the AppExchange is the world's largest B2B app ecosystem.
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01-Jan-0001
Salentica Elements CRM Glossary and Key Terms
By: SS&C Salentica
No one likes confusing business jargon. But sometimes, when you are new to something (particularly with business software), it is inevitable. So, whether you’re just getting started, or you’re a seasoned admin, you may find yourself scratching your head — or turning to Google — every time you hear terms like “org,” “object,” and “opportunity.”
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01-Jan-0001
12 CRM Adoption Best Practices
By: SS&C Salentica
Change is difficult to stomach for many people. They are comfortable with their current process and carry the perspective that if it’s not broken, why fix it? Here are 12 CRM adoption best practices that will increase usage and, through that, improve the results of your efforts and drive faster, more sustainable revenue growth.
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01-Jan-0001
What Does Becoming A Salentica Customer Really Mean?
By: SS&C Salentica
We understand the amount of time, work, and thought you pour into the CRM selection process. We also understand the power of CRM and how important it can be to your internal software systems and your business as a whole. So here is how we treat our customers.
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