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Aug 1, 2019

Empowering advisors with integration using Salentica Data Broker™

Fure Financial is an independent financial planning firm dedicated to helping clients understand the complexities of retirement planning, investing, managing assets and debt, risk management, and estate planning. Because each person is unique, Fure Financial’s planning approach is to develop an in-depth understanding of each client’s situation as well as personal values, taking a holistic view to guide clients to their goals and cultivate rewarding relationships.

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?

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.

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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