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Salentica description
Salentica builds CRM software specifically for financial service companies. They offer two main products: Elements, built for Salesforce, and Engage, powered by Microsoft. Both aim to improve client relationships, automate workflows, and provide a complete view of client interactions. Salentica focuses on data security and integrates with other financial software tools your company might already use.
Who is Salentica best for
Salentica is ideal for financial service companies, especially wealth management firms, that want to improve client relationships and automate workflows. We find it's a particularly strong fit for medium-sized businesses looking for a comprehensive CRM solution. It also integrates with other financial software.
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For mid-sized financial service businesses (101-1000 employees) seeking better client management.
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Perfect for wealth management firms within the finance, banking, and insurance sectors.
Salentica features
Supported Salentica Engage: A fully configurable Client Relationship Management solution powered by Microsoft. |
Supported Client Data Management: Client data management, including contact information, financial accounts, relationships, and communication history. |
Supported Client Interaction Tracking: Tools to manage and track all client interactions, communications, and activities in one place. |
Supported Automation and Analytics: Automates repetitive tasks, provides deep analytics, and integrates with the best tools available. |
Supported 360-Degree Client View: Provides a 360-degree view of client relationships, including financial accounts, communication history, and interactions. |
Supported Financial Advisor CRM: Designed specifically for financial advisors to manage client relationships and grow their business. |
Supported Seamless Integrations: Integrates with leading financial planning software and other tools. |
Salentica alternatives
Salesforce Financial Services CloudConnects financial advisors with clients, boosting growth and satisfaction.Read more
Salentica FAQ
Salentica offers CRM solutions built for financial services companies. We find that their products, Elements and Engage, help manage client relationships, automate workflows, and provide a unified view of client interactions, focusing on data security and integration with existing financial software.
What is Salentica and what does Salentica do?
Salentica offers CRM solutions built for financial services companies. We find that their products, Elements and Engage, help manage client relationships, automate workflows, and provide a unified view of client interactions, focusing on data security and integration with existing financial software.
Salentica integrates with various financial planning software and other tools to enhance its functionality. We find this particularly helpful for financial advisors who want a unified view of client data and streamlined workflows. It works well with other Microsoft products and other leading industry tools.
How does Salentica integrate with other tools?
Salentica integrates with various financial planning software and other tools to enhance its functionality. We find this particularly helpful for financial advisors who want a unified view of client data and streamlined workflows. It works well with other Microsoft products and other leading industry tools.
Salentica's main competitors include AskLogix, a Salesforce-based CRM for financial services; Buzz, specializing in sales outreach and pipeline management; Affinity, a relationship intelligence CRM; Salesforce Financial Services Cloud, designed for financial advisors; Introhive, which automates relationship intelligence; and Crono, focusing on automated sales outreach.
What the main competitors of Salentica?
Salentica's main competitors include AskLogix, a Salesforce-based CRM for financial services; Buzz, specializing in sales outreach and pipeline management; Affinity, a relationship intelligence CRM; Salesforce Financial Services Cloud, designed for financial advisors; Introhive, which automates relationship intelligence; and Crono, focusing on automated sales outreach.
Yes, Salentica is a legitimate CRM software provider specializing in solutions for financial services companies. We find that their focus on data security and integrations with other financial software tools is valuable for this industry. They have positive employee growth and good ratings on G2.
Is Salentica legit?
Yes, Salentica is a legitimate CRM software provider specializing in solutions for financial services companies. We find that their focus on data security and integrations with other financial software tools is valuable for this industry. They have positive employee growth and good ratings on G2.
I'm sorry, but pricing information for Salentica is not available at this time. For the most current pricing details, it's always best to check directly with Salentica.
How much does Salentica cost?
I'm sorry, but pricing information for Salentica is not available at this time. For the most current pricing details, it's always best to check directly with Salentica.
There are currently no customer reviews available to assess Salentica's customer service. We encourage you to check back later for updates.
Is Salentica customer service good?
There are currently no customer reviews available to assess Salentica's customer service. We encourage you to check back later for updates.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
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