A CRM for Planning Firms to enable deeper interactions

 

Segment customers, communicate with them on the channels they prefer and align initiatives to their financial goals.

Essential and advanced
functions inside CRM for Financial Planning Firms

A user-friendly CRM with smart automation tools and native features designed for planning firms. Allowing you to thrive in a hyper-competitive market where customer acquisition is hard and nurturing them throughout the journey is even harder.

Personalize interactions with clients and tailor products/services as per their personal goals and key life events.

CRMs for Financial Planning Firms
Salesforce CRM for Asset Management Firms

20+

Years of Industry Experience

10,000

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

CRM technology to help you create a better client relationship.

if you don’t know your clients and their dreams, you can’t craft a successful plan for them. Salentica makes it easy for you to record, schedule, and anticipate empathetic client interactions.

InTouch

Have the right conversations, with the right people, at the right time.

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.


InTouch from Salentica

Time & Expense

Automatically calculate cost from activity.

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.



Workflow Manager

Design and trigger automation without complex programming.

Making it easier to create and manage workflow, so your team can claw back precious time.

A CRM To Empower Financial Planners To Take Intelligent Action Across Business Functions

As one of the industry’s most proven providers, Salentica has flexible, robust solutions that deliver tangible business benefits for every size Financial Planning Firm.

See How 10,000 Users Benefit From A Purpose-Built CRM

CRM Features Built for Advisors

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