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.
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
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 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.