New name, new channel: Salentica Engage launches on Microsoft AppSource to help wealth managers drive client engagement


Wednesday, May 22, 2019 | By James McClenahen, CFA - Sr. Manager, Product Management

New name, new channel: Salentica Engage launches on Microsoft AppSource to help wealth managers drive client engagement

For wealth managers, effective client engagement is the key to winning, retaining and growing relationships. An intelligent CRM system should empower you to engage with clients more effectively in their financial planning and decisions so that they recognize and appreciate the value your firm brings to their lives.

As we contemplated this simple but powerful truth at SS&C Salentica, a light bulb went off. Effective client engagement is what our CRM solutions are all about. That should be reflected in our brand. So, going forward, Salentica CRM will now be called Salentica Engage. What’s more, coinciding with the next release, it will be available on Microsoft AppSource, the premier destination for Microsoft-compatible business applications.

This is more than a name change and a new distribution channel. Built on the Microsoft Dynamics 365 platform, which is powered by the Microsoft Azure cloud, Salentica Engage is undergoing a transformation to keep pace with advancing financial technology. The new app will include a streamlined user experience called the Unified Interface, which uses responsive web design principles to provide optimal viewing and interaction on any device, no matter the screen size or the orientation. In other words, we are putting renewed emphasis on user engagement, which is key to firm-wide adoption and usage of the full power of the solution.

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Launching the solution on Microsoft AppSource will give our clients access to several complementary, cloud-based business applications, such as Microsoft Power BI for business intelligence or Microsoft Teams for workplace communication, which firms can integrate with Salentica Engage to optimize their CRM ecosystem. Salentica Engage is the only wealth management CRM system that leverages Microsoft Dynamics, and it will be the only one listed on AppSource.

These changes underscore our ongoing investment in Salentica solutions and our platform partnerships to help our clients streamline operations and improve productivity while delivering outstanding client service. Be on the lookout for more details when Salentica Engage launches on Microsoft AppSource in June.



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