Case Study: Edelman Financial Services achieves 360° client view and streamlined operations with SS&C Technologies' Salentica CRM

Technology on the Fast Track, Edelman Financial uses cutting edge technology to deliver client service

Edelman Financial Services, founded by Ric Edelman and managing over $10 billion for more than 21,000 clients, faced a CRM crisis as rapid growth and innovation outpaced its decade-old Goldmine system. Needing more fields, workflows and industry-specific functionality, the firm selected SS&C Technologies’ Salentica CRM (powered by Microsoft Dynamics) to provide a wealth-management–focused, customizable solution.

SS&C Technologies implemented Salentica CRM Advisor Edition 2013 with TD Ameritrade Institutional’s Veo and delivered extensive customization, on-site training and integrations (including LaserApp auto-form filling and Edelman’s in-house apps). The vendor built automated workflows and an account-load process that evaluates and updates over 50,000 client accounts nightly, enabled parallel task automation, created unified 360° client views, improved data integrity and regulatory compliance, and gave management measurable visibility to better track performance and allocate resources.

Edelman Financial Services

Christine Cataldo

Chief Operations Officer