Case Study: Gluskin Sheff + Associates achieves a scalable, integrated CRM and improved client insights with SS&C Technologies (Salentica CRM)

Finding a partner in Salentica with experience in the nuances of the wealth management business

Gluskin Sheff + Associates, a Toronto-based, publicly traded wealth management firm managing about $9 billion AUM, needed to replace a legacy in-house CRM that was hindering growth, producing data-quality issues and limiting visibility into new clients and the sales pipeline. The firm selected SS&C Technologies’ Salentica CRM (built on Microsoft Dynamics 365) as a partner with wealth-management expertise to tailor a modern, scalable solution.

SS&C Technologies configured and customized Salentica to Gluskin Sheff’s workflows, integrating with custodians like Schwab and TD Ameritrade and portfolio accounting systems so advisors can view portfolios, accounts and holdings directly in the CRM. The result is improved data accuracy, stronger client visibility and pipeline management, greater advisor efficiency and the ability to outsource development to SS&C Technologies—enabling scalable support for the firm’s continued growth.

Gluskin Sheff + Associates

Robert Proia

Vice President, Information Technology