The start of a new year is a time when many advisory firms take stock of their technology, and a good place to start is with CRM. Is your solution purpose built for the wealth management business? Is it more than just a client record keeping system? Is it actually helping you improve workflows and streamline processes, and working in harmony with your other systems to tighten up operations?
The SS&C Salentica team has been helping firms answer these questions and optimize operational processes for more than 20 years. In that time, we’ve built enduring partnerships with clients who value our support as they expand their use of CRM across their firms. And we’re constantly incorporating new technology advancements as they become available, based on the expressed needs of our clients and market trends.
As an example, firms that use both a Salentica CRM solution and the Black Diamond® Wealth Platform can look forward to even deeper and smoother two-way integration between the two platforms. We're working closely with the Black Diamond team to make that a reality in 2019.
More generally, we are working on delivering a totally new digital account opening process through stronger integration with industry leading custodians. Our vision is for a complete circle of integration between the CRM, custodial and portfolio management platforms, so that where possible, data is entered in only one place and flows through all the critical systems. This will reduce duplicate data entry and reduce the risk of errors and NIGOS, while streamlining the entire onboarding process and potentially saving hours of time.
If you are taking a fresh look at CRM this year, watch this short video. Dave Ireland and Derek Landi, Co-General Managers of SS&C Salentica share their insight into the evolution of our business and their vision for the platform as the hub of an advisory practice.