We know building and maintaining strong client relationships is a priority for every advisor looking to grow their business, and understand that the right CRM should be a powerful tool to keep you one step ahead of the competition.
We understand the new challenges facing Financial Advisors. Having to re-think the way you manage workflow, communicate with colleagues and clients and generally run your practice.
Advisory firms leveraging Salentica were far better prepared to handle employees working remotely, and dial up their level of communication with clients.
Helping them deal with their emotions and reminding them that their financial affairs are in order.
Institutional Advisors use Salentica to maintain stakeholder trust, including the trust of board members, beneficiaries, and employees.
There is no doubt that the current crisis is a moment of truth for institutional relationships. Now more than ever, the importance of being good partners to external managers and peers, while fairly balancing liquidity demands, and honoring deal commitments is front and center.
Years of Industry Experience
Users trust Salentica on a daily basis
A dedicated Service Team with financial and technical accreditations accessible in just a few clicks.
Access to Salentica University
InTouch as a Client Interaction Service Module that automatically populates future interaction dates calculated from your Last Contacted On (LCO) date, and predetermined timeframes you have set for the Relationship.
Making it easier to create and manage workflow, so your team can claw back precious time.
Have you ever wondered "How much did that interaction, with that client, just cost us?" Time & Expense automatically calculates resource cost according to your pre-defined rates.
Over 10,000 users trust Salentica's award-winning CRMs to help grow their business, gain share of wallet, and automate repetitive tasks. Backed by 20+ years of experience and certified Service Teams, discover how Salentica can help you.Schedule a 30-Minute Demo