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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.

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?

Feb 21, 2019

The power of partnership: Enabling advisors to deliver a complete wealth picture

Private investors expect their advisors to look at their financial lives from a holistic perspective.

Aug 8, 2018

Technology integration now happening in real time

One of the more pressing business and operational issues facing advisors over the years has been the daunting task of bringing all of their technology systems and custodians together so that they work in harmony, deliver efficiencies and streamline back office tasks.


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