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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Salentica Blog
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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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