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CRM - Customer Relationship Management

Purpose-built CRM solutions that drive adoption and efficiencies at every level. Creating competitive advantages through people and products that elevate client experiences and address the nuances of your business.

Industry-Specific & Experience-Driven CRMs

Putting an array of features at your fingertips while providing the platform and talent to configure countless more. We turn generic CRMs into powerful and intuitive tools that deliver personalized engagement, proactive advice, and real-time insights.

people looking a data on a tablet


Is Your Firm Equipped for the Future of Financial Services?

Understand how to easily grow your business with Salentica's CRM solutions, built for modern Financial Advisors and Asset Managers.

Case Study

A Day in the Life of a Research Analyst

Learn how Tier1's Capital Markets CRM enabled a top-rated industry Research Analyst to turn real-time insights into actionable, opportunity-driving interactions.


How to Realize ROI from Your CRM

What drives CRM-specific user adoption? Download the whitepaper to learn more.

One Extensible Partner

Realize Your Immediate Advantage Our CRMs allow firms to start On 3rd Base, with a purpose-built product that provides 80% of what firms need out-of-the-box. Solving the remaining 20% in unison according to your bandwidth, challenges, and nuances.

Flexible Persona-Driven Workflows Different personas use data differently, SS&C CRMs intuitively present these data variants without confusion. From access control to feature extensibility our persona-driven workflows drive adoption and scale.

Full-Service Engagement From the conversion of legacy data to product implementation, training and education, customer success, and additional development efforts, our in-house teams are your perfect compliment.

Trusted Platform Partner We've been working with Salesforce and Microsoft for 20 years. Developing a relationship, team, pricing structure, and product to fuel your growth.


CRM Users From Enterprise to RIA


Clients Across Financial Verticals


Employees Dedicated to CRM Success