Salentica Summit 2019: A place to connect, share, and learn about all things CRM

Friday, May 17, 2019 | By Tanya Tygesen, Director, Relationship Management

Salentica Summit 2019: A place to connect, share, and learn about all things CRM

SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.

Salentica Summit, previously known as ‘Synergy’ or the “Salentica User Group” has evolved over the past 10 years since our first annual client meeting. This year marks the first year where we are including clients of our Salentica Elements solution, which launched in September 2017 . We are excited to jointly host clients from both platforms, Microsoft Dynamics and Salesforce, at a single Summit to discuss CRM best practices, exchange ideas, and discover solutions for everyday operational challenges.

Additionally, we selected a group of partners who have worked with our clients for many years to participate in the event – this year we welcome back CitiesDigital and ClickDimensions as returning sponsors.

During these two compact days of information sharing, our clients will have plenty of opportunities to learn through interactive and informative sessions, roundtable discussions, and live client case studies. Salentica experts will also be presenting on the topics of migrating to the cloud, integrations with our partner eco-system, and workflow automation. The Summit is also the perfect occasion for clients to learn more about the Salentica business, what is on our product roadmap, how to optimize ROI of their Salentica solution, increase user adoption, and converse with our experts in person.

The cheapest, most effective way to connect with others is to look them in the eye.”
Author - Nicholas Boothman

We are also thrilled to have Dion Walcott, founder of MARTK’D, as our guest keynote speaker at the Summit. Dion Walcott, connector, visionary, and cultural interpreter, created MARTK'D to cultivate conversations using both contemporary and sneaker culture to drive change within today’s modern marketplace. His deep knowledge in navigating educational structures, business growth opportunities, and social causes with an impact has allowed him to successfully work alongside major institutions and corporations implementing engagement and partnership strategies.

Over the last decade, Walcott has built a practice rooted in building creative partnerships in education, youth initiatives, and community development both locally and internationally. Walcott has done this by developing relationships with a wide range of corporate brands, educational institutions and start-up businesses to connect with current and next generations.

We are truly looking forward to this impactful event where we get to meet with our valued clients at the #SalenticaSummit2019.

If you are a current SS&C Salentica client and would like to find out more about the Salentica Summit, please contact us at To learn more about Salentica, visit



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