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.

Salesforce CRM for Trust Companies
CRM for Trust Companies

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.

CRM features for trust companies

Industry curated object model

CRM features for trust companies

Robust build-out for related legal entity information

CRM features for trust companies

New client and product onboarding

CRM features for trust companies

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.


InTouch from Salentica

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.