CRMs Built & Designed for Financial Services

Advisors

CRM features built around the unique needs of Advisors. We know building and maintaining strong client relationships is a priority for every advisor looking to grow their business, and understand that the right CRM should be a powerful tool to keep you one step ahead of the competition.

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Asset Managers

Gain new clarity through a CRM with consolidated, accessible information. Strategic-thinking Asset Management Firms know the crucial Activities, Processes, and Relationships that bring them business cannot be left to chance.

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Broker Dealers

A CRM that truly understands what Broker/Dealers are and how you work. Salentica has a perfect-fit CRM for every firm -- from small independent boutiques to large subsidiaries of giant commercial and investment banks.

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Enterprise

For large financial firms, commercial banks, or divisions of, Salentica helps omnichannel firms better serve their clients. With a modern CRM for the way, you interact with customers.

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Family Offices

Manage the growing number of households, family members, vendors, and partners that exist within your network. You need a CRM that organizes data and connections smartly.

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Planning Firms

Segment customers, communicate with them on the channels they prefer and align initiatives to their financial goals. We've created a user-friendly CRM with smart automation tools and native features designed for planning firms.

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Trust Companies

Bringing automation to Trust Administration for fiduciaries, agents, and trustees. Combining state-of-the-art CRM with trust-specific business process management.

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