Case Study: Marietta Investment Partners achieves highly personalized, efficient client service with SS&C Technologies' Salentica CRM

Salentica supports a highly personalized client experience at Marietta Investment Partners

Marietta Investment Partners, a Milwaukee-based investment advisor with $400 million in AUM, needed a more flexible, cloud-based CRM that offered mobile access, deep customization and integration with its existing SS&C Advent Axys portfolio accounting system and Charles Schwab custody. After losing confidence in a clunky prior solution, the firm selected Salentica CRM on Microsoft Dynamics 365 from SS&C Technologies to support its goal of delivering a highly personalized, client-oriented experience.

SS&C Technologies implemented Salentica CRM as the firm’s central client hub, integrating with portfolio accounting and custodial platforms, automating workflows, and enabling Outlook email tracking. Adoption grew from portfolio administrators to all portfolio managers, making it easy to see last contacts and identify clients who haven’t been reached for a quarter, reducing manual reconciliation and streamlining processes — measurable gains in client-contact discipline and team responsiveness that support Marietta’s personalized service model.

Marietta Investment Partners

Amanda Grams

Portfolio Administrator