Our CRM solutions help increase sales, enable comprehensive oversight of rep activities, and provides valuable insights into revenues and assets under management.
CRM in banking helps you track information about your clients to better serve them.
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Users trust Salentica on a daily basis
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This starts from the first point of contact and continues through every interaction throughout their financial journey.
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