SS&C Salentica - The CRM for Financial Services
Deliver ROI from your CRM

In this whitepaper you will understand how to extract optimal value and build a competitive advantage with your CRM.

Wealth management firms: deliver ROI from CRM

We respect your privacy, and will not annoy you.

Explore the many ways in which an advanced wealth management CRM platform delivers ROI, by offering intuitive features that align with your business goals and that your staff will use to their full advantage.

This whitepaper is designed to inform RIAs and Wealth Managers of trends, provide guidance, and improve processes for optimizing CRM and maximizing ROI.

Solution architecture, deployment and functionality will all have an impact on ROI.

Key technical considerations include:

  • Cloud deployment
  • Mobile capabilities
  • Integrations
  • Open architecture
  • Security
Waters Award - Best Cloud-Based Application
Waters Rankings

Best Cloud-Based Application Provider

Family Wealth Award - Best CRM
Family Wealth

Best CRM System 2018 and 2019