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.
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
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.