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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.

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 15, 2019

Securing client information: a prime target for cyberthieves

In recent years, regulators have made it clear that cybersecurity is a major focus of examinations and risk assessments of wealth management and advisory firms. Compliance isn’t the only reason to be concerned about security, however.

Aug 16, 2018

5 ways to effectively manage trust accounts with CRM

Trust companies have significant responsibility as a fiduciary for trust accounts as well as being responsible for managing and protecting the assets of the trust. Trying to find ways for improving the scalability and operating efficiency of your trust company can seem like quite the undertaking.

Jul 25, 2018

How to build consistency and trust in your business

If sales is the lifeblood of any business, then “trust” is the heart. One way advisory firms develop trust is by demonstrating a commitment to the client by making them feel important and understood.


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