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May 22, 2019

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.

May 17, 2019

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.

Apr 22, 2019

Work smarter with an intelligent CRM solution

Is your CRM system pulling its weight in your business? Is it simply a data repository for client information, or is it actually helping your team be more efficient and supporting your business strategy?

Mar 28, 2019

Black Diamond and Salentica: Technology that helps advisors gain client confidence wins industry recognition

Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients.

Mar 15, 2019

Strengthen client service with a cloud-based CRM solution

Fiduciary Investment Advisors (FIA) is an independent, employee-owned investment consulting firm that works with fiduciary clients, including retirement plan sponsors, institutional investment pools, non-profit organizations and private clients.

Feb 15, 2019

SS&C Salentica today: Looking forward to CRM in 2019

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.

Jan 21, 2019

Technology-powered service demands CRM update

LourdMurray prides itself on delivering sophisticated expertise to accomplished clients that have complex financial and professional lives. The firm acts as life-long advisors, bringing its clients comprehensive solutions ranging from investments and insurance to education, retirement, and wealth planning.

Nov 15, 2018

5 steps to successful CRM user adoption

When carefully selected and correctly implemented, the right CRM solution has the potential to transform your business and significantly increase your firm’s enterprise value. Whether a CRM solution is completely new for your firm or you are transitioning to a new solution, it is key to empower users to take full advantage of the robust capabilities a CRM has to offer.

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