A CRM To Organize and Optimize Your Trust Company
A CRM To Organize and Optimize Your Trust Company
Bringing automation to Trust Administration for fiduciaries, agents, and trustees. Combining state-of-the-art CRM with trust-specific business process management.
Boosting the efficiency of trust and estate administration with a purpose-built CRM.
Our solutions provide trust companies with the flexibility to customize offerings and meet the financial goals of customers. While cultivating relationships with high net worth individuals.
Salentica builds CRMs for trust companies as well as trust departments of private/public corporations and commercial banks.
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
A "single source of truth" for all customer information
Trust companies offer a variety of services and need technology that can adapt.
Our CRMs improve daily operational tasks for managing trusts, providing wealth management services, working on asset-management services, such as bill pay or check writing, providing brokerage services, or building financial plans for your clients.
Industry curated object model
Robust build-out for related legal entity information
New client and product onboarding
Correspondence and data management
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.
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.
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.
Designed to solve the daily challenges that many trust managers face
Allows you to connect with clients, contingents, beneficiaries and prospects as well as track, plan and promote outreach efforts.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