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Visit WebsiteSalentica CRM Supports a High-touch Client Service Culture at Bay Area Firm With a Rich History
Bailard
Erin Randolph
Vice President
SS&C Salentica
SS&C Salentica goal is to eliminate redundancies for their key stakeholders, including employees, partners and clients, while exceeding expectations and building long-term partnerships. Respecting and protecting their clients’ confidential information is foundational to everything they do. Salentica has provided business and client relationship management solutions for the wealth management industry since its inception in 1997.
Case Studies
Showing 8 SS&C Salentica Customer Success Stories
Advancing the Advisor-client Experience Through a Unified Tech Stack
Detalus Advisors
Clint Lewis
Managing Director
Leveraging Salentica’s Cloud-based CRM Solution to Consolidate Data and Strengthen Client Service.
Fiduciary Investment Advisors
Patrick Chase
Director of Technology and Performance Measurement
Empowering Advisors With the Power of Integration Using the Salentica Data Broker Platform
Fure Financial
Grant Meyer
Chief Information Security Officer
Finding a Partner in Salentica With Experience in the Nuances of the Wealth Management Business.
Gluskin Sheff + Associates
Robert Proia
Vice President
Salentica Elements™ Helps Cater to Clients With Complex Requirements and the Need for Scalability
LourdMurray
Jill Young
Chief Compliance Officer
Salentica Supports a Highly Personalized Client Experience at Marietta Investment Partners
Marietta Investment Partners
Amanda Grams
Portfolio Administrator
Sontag Advisory - Customer Case Study
Sontag Advisory
Eric Sontag
Chief Operating Officer
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