Case Study: Diversified Trust Company achieves centralized client management and greater efficiency with SS&C Technologies' Salentica CRM

Salentica CRM provides an integrated, more efficient CRM to help manage a complex Trust Company

Diversified Trust Company (DTC), an employee‑owned wealth management firm with more than $5.5 billion in client assets and over 80 employees, faced outdated systems, fragmented client data and uneven technology adoption across user types. To harmonize data, improve reporting and support growth, DTC selected SS&C Technologies’ Salentica CRM (built on Microsoft Dynamics CRM) as a tailored, integrated CRM for trust and wealth management.

SS&C Technologies implemented Salentica CRM with data migration, custom configuration and dashboard-driven workflows, integrating with Outlook, Office and SharePoint and planning further links to Advent Black Diamond and Schwab OpenView. The solution created a centralized, reliable client-data hub, increased end‑user adoption, streamlined internal processes, improved firm‑wide communications via dashboards, and delivered measurable efficiency gains in daily workflows—enabling more consistent, up‑to‑date client service across DTC’s offices.

Diversified Trust Company

Jessica Stembridge

Senior Vice President, Business Management