Salentica Value Proposition
ü Single Point of Contact ü Domain expertise ü Best Practices Configuration ü Comprehensive Support ü Dashboard & Data Analysis ü Hosted or On-Premise ü Back office integration
Serving Financial Service Firms since 1997
General Inquiries:
(416) 366-3456 (416) 366-7690
Sales Inquiries:
sales@salentica.comNew York office: (212) 672-1777 x233Toronto office: (416) 366-3456 x233
Product Support:
support@salentica.com (416) 366-3456 x230
Salentica
Specializing in the Capital Markets and Insurance industries, Salentica offers a suite of modules (Salentica Desks), which extend and enhance the value of the Microsoft CRM platform for financial services firms.
With over 20 years of experience in technology for financial services, Salentica has more than 60 clients worldwide, including leading banks and insurance carriers, medium-sized wealth managers and smaller boutique firms - more about Salentica
Market Solutions
Wealth Management - Wealth Advisors, Private & Institutional Wealth Management firms and Family Offices - more
Financial Product Wholesaling - Mutual Funds, Insurance Companies, SMA Managers & Hedge Funds -more
Institutional Brokerage - Sell Side firms providing Institutional Sales and Investment Banking services - more
Services
Professional Services - Our services group has extensive experience with Microsoft's development tools as well as deep domain expertise in investment systems - more
Support & Salentica Extended Assurance - We believe a successful solution needs to be backed up by a comprehensive support plan - more
Salentica's User Group met in Philadelphia in mid June at the historic Union League. The session provided insights into changes and issues in the wealth management industry as well as the direction of Microsoft and Salentica. Highlights of the session were the panel discussion by wealth management experts and an information session on the impact of social networking on the wealth management industry.
Based on a feedback from the attendees, next years Salentica User Group meeting is planned for Chicago.
Salentica, a leading provider of wealth management solutions based on the Microsoft CRM and Microsoft SharePoint, has announced the release of Salentica Client Book which will dramatically simplify the operations of wealth managers by providing personalized and aggregated client reporting.
Salentica will be at both the Schwab Impact 2009 conference in San Diego in September and the Family Office Metrics Opstech 10 conferences in September. At both conferences, Salentica will be available to meet with wealth management firms to discuss their CRM requirements and provide demonstration of Salentica Advisor Desk.
